Skip to content
Disclosery

Wescott Financial Advisory Group, LLC: VEA position timeline

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

Wescott Financial Advisory Group, LLC held 84,248 VEA 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 84,248 shares
    Change vs previous 13F -1,498 shares

    0.46% of the 13F portfolio, value $6,002,670.

    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 85,746 shares
    Change vs previous 13F -1,498 shares

    0.48% of the 13F portfolio, value $5,494,635.

    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 87,244 shares
    Change vs previous 13F -645 shares

    0.48% of the 13F portfolio, value $5,450,131.

    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 87,889 shares
    Change vs previous 13F -1,433 shares

    0.47% of the 13F portfolio, value $5,266,297.

    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 89,322 shares
    Change vs previous 13F +9,355 shares

    0.49% of the 13F portfolio, value $5,092,273.

    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 79,967 shares
    Change vs previous 13F -6,551 shares

    0.42% of the 13F portfolio, value $4,064,681.

    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 86,518 shares
    Change vs previous 13F +4,817 shares

    0.43% of the 13F portfolio, value $4,137,299.

    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 81,701 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $4,314,625.

    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).