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Wescott Financial Advisory Group, LLC: SLQD position timeline

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

Wescott Financial Advisory Group, LLC held 23,107 SLQD 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 23,107 shares
    Change vs previous 13F +455 shares

    0.09% of the 13F portfolio, value $1,163,888.

    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 22,652 shares
    Change vs previous 13F +132 shares

    0.1% of the 13F portfolio, value $1,143,710.

    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 22,520 shares
    Change vs previous 13F +68 shares

    0.1% of the 13F portfolio, value $1,141,786.

    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 22,452 shares
    Change vs previous 13F -145 shares

    0.1% of the 13F portfolio, value $1,141,220.

    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 22,597 shares
    Change vs previous 13F -739 shares

    0.11% of the 13F portfolio, value $1,143,160.

    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 23,336 shares
    Change vs previous 13F -1,027 shares

    0.12% of the 13F portfolio, value $1,173,365.

    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 24,363 shares
    Change vs previous 13F -1,475 shares

    0.13% of the 13F portfolio, value $1,211,825.

    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 25,838 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,302,989.

    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).