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Wescott Financial Advisory Group, LLC: LRGF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wescott Financial Advisory Group, LLC on LRGF, newest first. How the timeline and the estimate are built.

Wescott Financial Advisory Group, LLC held 75,348 LRGF shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 75,348 shares
    Change vs previous 13F -862 shares

    0.44% of the 13F portfolio, value $5,698,588.

    13F-HR 0001172661-26-003047 filed by Wescott Financial Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 76,210 shares
    Change vs previous 13F -825 shares

    0.44% of the 13F portfolio, value $5,029,832.

    13F-HR 0001172661-26-001689 filed by Wescott Financial Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 77,035 shares
    Change vs previous 13F -1,809 shares

    0.47% of the 13F portfolio, value $5,348,521.

    13F-HR 0001172661-26-000655 filed by Wescott Financial Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 78,844 shares
    Change vs previous 13F -419 shares

    0.49% of the 13F portfolio, value $5,446,514.

    13F-HR 0001172661-25-004588 filed by Wescott Financial Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 79,263 shares
    Change vs previous 13F -4,526 shares

    0.49% of the 13F portfolio, value $5,083,120.

    13F-HR 0001172661-25-003022 filed by Wescott Financial Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 83,789 shares
    Change vs previous 13F -1,828 shares

    0.5% of the 13F portfolio, value $4,849,732.

    13F-HR 0001172661-25-001836 filed by Wescott Financial Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 85,617 shares
    Change vs previous 13F -1,784 shares

    0.54% of the 13F portfolio, value $5,166,960.

    13F-HR 0001172661-25-000710 filed by Wescott Financial Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 87,401 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $5,136,531.

    13F-HR 0001172661-24-004582 filed by Wescott Financial Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).