Skip to content
Disclosery

Wescott Financial Advisory Group, LLC: SUSB position timeline

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

Wescott Financial Advisory Group, LLC held 255,365 SUSB 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 255,365 shares
    Change vs previous 13F +1,469 shares

    0.49% of the 13F portfolio, value $6,381,583.

    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 253,896 shares
    Change vs previous 13F +10,241 shares

    0.56% of the 13F portfolio, value $6,363,897.

    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 243,655 shares
    Change vs previous 13F +24,492 shares

    0.54% of the 13F portfolio, value $6,149,856.

    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 219,163 shares
    Change vs previous 13F +14,595 shares

    0.5% of the 13F portfolio, value $5,547,018.

    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 204,568 shares
    Change vs previous 13F +7,862 shares

    0.49% of the 13F portfolio, value $5,148,989.

    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 196,706 shares
    Change vs previous 13F +9,268 shares

    0.51% of the 13F portfolio, value $4,915,686.

    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 187,438 shares
    Change vs previous 13F +5,639 shares

    0.48% of the 13F portfolio, value $4,629,716.

    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 181,799 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $4,574,063.

    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).