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Wescott Financial Advisory Group, LLC: NULG position timeline

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

Wescott Financial Advisory Group, LLC held 12,829 NULG 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 12,829 shares
    Change vs previous 13F -22 shares

    0.12% of the 13F portfolio, value $1,501,812.

    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 12,851 shares
    Change vs previous 13F +24 shares

    0.1% of the 13F portfolio, value $1,168,708.

    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 12,827 shares
    Change vs previous 13F +843 shares

    0.11% of the 13F portfolio, value $1,254,522.

    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 11,984 shares
    Change vs previous 13F +198 shares

    0.11% of the 13F portfolio, value $1,191,783.

    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 11,786 shares
    Change vs previous 13F +1,607 shares

    0.11% of the 13F portfolio, value $1,107,270.

    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 10,179 shares
    Change vs previous 13F -547 shares

    0.08% of the 13F portfolio, value $796,790.

    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 10,726 shares
    Change vs previous 13F +770 shares

    0.1% of the 13F portfolio, value $920,697.

    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 9,956 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $822,673.

    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).