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Wescott Financial Advisory Group, LLC: SPTS position timeline

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

Wescott Financial Advisory Group, LLC held 268,853 SPTS 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 268,853 shares
    Change vs previous 13F +2,148 shares

    0.6% of the 13F portfolio, value $7,799,425.

    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 266,705 shares
    Change vs previous 13F -2,890 shares

    0.68% of the 13F portfolio, value $7,782,454.

    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 269,595 shares
    Change vs previous 13F -2,081 shares

    0.69% of the 13F portfolio, value $7,893,736.

    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 271,676 shares
    Change vs previous 13F -6,751 shares

    0.71% of the 13F portfolio, value $7,965,531.

    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 278,427 shares
    Change vs previous 13F -22,996 shares

    0.78% of the 13F portfolio, value $8,155,115.

    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 301,423 shares
    Change vs previous 13F -33,053 shares

    0.91% of the 13F portfolio, value $8,813,599.

    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 334,476 shares
    Change vs previous 13F -18,304 shares

    1.01% of the 13F portfolio, value $9,703,137.

    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 352,780 shares
    Change vs previous 13F not available

    1.12% of the 13F portfolio, value $10,375,263.

    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).