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Wescott Financial Advisory Group, LLC: VCSH position timeline

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

Wescott Financial Advisory Group, LLC held 318,076 VCSH 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 318,076 shares
    Change vs previous 13F +5,217 shares

    1.95% of the 13F portfolio, value $25,137,526.

    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 312,859 shares
    Change vs previous 13F +10,738 shares

    2.17% of the 13F portfolio, value $24,800,347.

    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 302,121 shares
    Change vs previous 13F -3,652 shares

    2.1% of the 13F portfolio, value $24,088,080.

    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 305,773 shares
    Change vs previous 13F +5,523 shares

    2.19% of the 13F portfolio, value $24,440,425.

    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 300,250 shares
    Change vs previous 13F -13,227 shares

    2.28% of the 13F portfolio, value $23,869,842.

    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 313,477 shares
    Change vs previous 13F -5,533 shares

    2.57% of the 13F portfolio, value $24,745,905.

    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 319,010 shares
    Change vs previous 13F -1,768 shares

    2.58% of the 13F portfolio, value $24,886,007.

    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 320,778 shares
    Change vs previous 13F not available

    2.74% of the 13F portfolio, value $25,476,180.

    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).