Skip to content
Disclosery

Wescott Financial Advisory Group, LLC: SPYM position timeline

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

Wescott Financial Advisory Group, LLC held 35,074 SPYM 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 35,074 shares
    Change vs previous 13F -5,850 shares

    0.24% of the 13F portfolio, value $3,082,285.

    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 40,924 shares
    Change vs previous 13F -3,313 shares

    0.27% of the 13F portfolio, value $3,132,284.

    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 44,237 shares
    Change vs previous 13F -965 shares

    0.31% of the 13F portfolio, value $3,548,702.

    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 45,202 shares
    Change vs previous 13F -2,388 shares

    0.32% of the 13F portfolio, value $3,541,161.

    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 47,590 shares
    Change vs previous 13F -4,826 shares

    0.33% of the 13F portfolio, value $3,459,296.

    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 52,416 shares
    Change vs previous 13F -94 shares

    0.36% of the 13F portfolio, value $3,446,880.

    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 52,510 shares
    Change vs previous 13F -327 shares

    0.38% of the 13F portfolio, value $3,620,052.

    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 52,837 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $3,566,998.

    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).