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Wescott Financial Advisory Group, LLC: NUDM position timeline

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

Wescott Financial Advisory Group, LLC held 24,440 NUDM 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 24,440 shares
    Change vs previous 13F -79 shares

    0.08% of the 13F portfolio, value $978,082.

    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 24,519 shares
    Change vs previous 13F +112 shares

    0.08% of the 13F portfolio, value $885,411.

    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 24,407 shares
    Change vs previous 13F +2,645 shares

    0.08% of the 13F portfolio, value $883,807.

    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 21,762 shares
    Change vs previous 13F +1,282 shares

    0.07% of the 13F portfolio, value $818,669.

    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 20,480 shares
    Change vs previous 13F +3,299 shares

    0.07% of the 13F portfolio, value $726,818.

    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 17,181 shares
    Change vs previous 13F +249 shares

    0.06% of the 13F portfolio, value $547,200.

    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 16,932 shares
    Change vs previous 13F +2,215 shares

    0.05% of the 13F portfolio, value $508,962.

    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 14,717 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $495,270.

    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).