Skip to content
Disclosery

Wescott Financial Advisory Group, LLC: SCHV position timeline

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

Wescott Financial Advisory Group, LLC held 48,729 SCHV 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 48,729 shares
    Change vs previous 13F +1,026 shares

    0.13% of the 13F portfolio, value $1,696,267.

    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 47,703 shares
    Change vs previous 13F +12,573 shares

    0.13% of the 13F portfolio, value $1,454,945.

    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 35,130 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,040,199.

    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).