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Wescott Financial Advisory Group, LLC: SCZ position timeline

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

Wescott Financial Advisory Group, LLC held 31,471 SCZ 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 31,471 shares
    Change vs previous 13F +2,501 shares

    0.2% of the 13F portfolio, value $2,589,047.

    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 28,970 shares
    Change vs previous 13F +1,742 shares

    0.2% of the 13F portfolio, value $2,271,542.

    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 27,228 shares
    Change vs previous 13F +1,958 shares

    0.18% of the 13F portfolio, value $2,110,992.

    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 25,270 shares
    Change vs previous 13F +131 shares

    0.17% of the 13F portfolio, value $1,938,706.

    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 25,139 shares
    Change vs previous 13F +180 shares

    0.17% of the 13F portfolio, value $1,827,102.

    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 24,959 shares
    Change vs previous 13F +253 shares

    0.16% of the 13F portfolio, value $1,585,620.

    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 24,706 shares
    Change vs previous 13F +1,885 shares

    0.16% of the 13F portfolio, value $1,500,866.

    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 22,821 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,544,991.

    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).