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Wescott Financial Advisory Group, LLC: NEAR position timeline

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

Wescott Financial Advisory Group, LLC held 76,837 NEAR 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 76,837 shares
    Change vs previous 13F +3,754 shares

    0.3% of the 13F portfolio, value $3,892,569.

    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 73,083 shares
    Change vs previous 13F +12,365 shares

    0.33% of the 13F portfolio, value $3,715,205.

    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 60,718 shares
    Change vs previous 13F +5,933 shares

    0.27% of the 13F portfolio, value $3,102,682.

    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 54,785 shares
    Change vs previous 13F +3,713 shares

    0.25% of the 13F portfolio, value $2,809,380.

    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 51,072 shares
    Change vs previous 13F +2,588 shares

    0.25% of the 13F portfolio, value $2,609,778.

    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 48,484 shares
    Change vs previous 13F +3,592 shares

    0.26% of the 13F portfolio, value $2,466,365.

    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 44,892 shares
    Change vs previous 13F +6,253 shares

    0.23% of the 13F portfolio, value $2,267,047.

    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 38,639 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $1,979,879.

    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).