Wescott Financial Advisory Group, LLC: V position timeline

Wescott Financial Advisory Group, LLC held 1,010 V 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 1,010 shares

   Change vs previous 13F -104 shares

   0.03% of the 13F portfolio, value $346,587.

   13F-HR 0001172661-26-003047 filed by Wescott Financial Advisory Group, LLC
   Filed 2026-08-04 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 1,114 shares

   Change vs previous 13F +78 shares

   0.03% of the 13F portfolio, value $336,721.

   13F-HR 0001172661-26-001689 filed by Wescott Financial Advisory Group, LLC
   Filed 2026-05-12 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 1,036 shares

   Change vs previous 13F +343 shares

   0.03% of the 13F portfolio, value $363,266.

   13F-HR 0001172661-26-000655 filed by Wescott Financial Advisory Group, LLC
   Filed 2026-02-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 693 shares

   Change vs previous 13F +73 shares

   0.02% of the 13F portfolio, value $236,736.

   13F-HR 0001172661-25-004588 filed by Wescott Financial Advisory Group, LLC
   Filed 2025-11-05 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 620 shares

   Change vs previous 13F not available

   0.02% of the 13F portfolio, value $219,843.

   13F-HR 0001172661-25-003022 filed by Wescott Financial Advisory Group, LLC
   Filed 2025-08-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).