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Wescott Financial Advisory Group, LLC: SCHF position timeline

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

Wescott Financial Advisory Group, LLC held 27,781 SCHF 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 27,781 shares
    Change vs previous 13F -1,760 shares

    0.06% of the 13F portfolio, value $769,536.

    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 29,541 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $731,142.

    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 29,541 shares
    Change vs previous 13F +9,525 shares

    0.06% of the 13F portfolio, value $710,168.

    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 20,016 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $465,974.

    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 20,016 shares
    Change vs previous 13F +130 shares

    0.04% of the 13F portfolio, value $442,356.

    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 19,886 shares
    Change vs previous 13F -5,400 shares

    0.04% of the 13F portfolio, value $393,355.

    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 25,286 shares
    Change vs previous 13F +12,859 shares

    0.05% of the 13F portfolio, value $467,800.

    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 12,427 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $510,990.

    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).