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Wescott Financial Advisory Group, LLC: SCHM position timeline

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

Wescott Financial Advisory Group, LLC held 99,915 SCHM 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 99,915 shares
    Change vs previous 13F -1,951 shares

    0.29% of the 13F portfolio, value $3,683,849.

    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 101,866 shares
    Change vs previous 13F -1,343 shares

    0.28% of the 13F portfolio, value $3,153,780.

    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 103,209 shares
    Change vs previous 13F +389 shares

    0.27% of the 13F portfolio, value $3,103,487.

    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 102,820 shares
    Change vs previous 13F -5,322 shares

    0.27% of the 13F portfolio, value $3,047,577.

    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 108,142 shares
    Change vs previous 13F -1,283 shares

    0.29% of the 13F portfolio, value $3,033,376.

    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 109,425 shares
    Change vs previous 13F -2,163 shares

    0.3% of the 13F portfolio, value $2,866,932.

    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 111,588 shares
    Change vs previous 13F +74,517 shares

    0.32% of the 13F portfolio, value $3,092,108.

    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 37,071 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $3,080,243.

    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).