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Wescott Financial Advisory Group, LLC: SHY position timeline

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

Wescott Financial Advisory Group, LLC held 47,624 SHY 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 47,624 shares
    Change vs previous 13F +2,173 shares

    0.3% of the 13F portfolio, value $3,910,403.

    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 45,451 shares
    Change vs previous 13F +6,654 shares

    0.33% of the 13F portfolio, value $3,752,883.

    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 38,797 shares
    Change vs previous 13F +3,086 shares

    0.28% of the 13F portfolio, value $3,213,122.

    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 35,711 shares
    Change vs previous 13F +1,550 shares

    0.27% of the 13F portfolio, value $2,962,587.

    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 34,161 shares
    Change vs previous 13F -206 shares

    0.27% of the 13F portfolio, value $2,830,565.

    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 34,367 shares
    Change vs previous 13F +1,386 shares

    0.29% of the 13F portfolio, value $2,843,188.

    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 32,981 shares
    Change vs previous 13F +3,650 shares

    0.28% of the 13F portfolio, value $2,703,821.

    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 29,331 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $2,438,900.

    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).