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Wescott Financial Advisory Group, LLC: VTES position timeline

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

Wescott Financial Advisory Group, LLC held 739,648 VTES 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 739,648 shares
    Change vs previous 13F +14,129 shares

    5.8% of the 13F portfolio, value $74,933,778.

    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 725,519 shares
    Change vs previous 13F +56,952 shares

    6.43% of the 13F portfolio, value $73,378,929.

    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 668,567 shares
    Change vs previous 13F +32,412 shares

    5.93% of the 13F portfolio, value $67,909,776.

    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 636,155 shares
    Change vs previous 13F -921 shares

    5.82% of the 13F portfolio, value $64,840,080.

    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 637,076 shares
    Change vs previous 13F -10,221 shares

    6.15% of the 13F portfolio, value $64,300,044.

    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 647,297 shares
    Change vs previous 13F +15,511 shares

    6.74% of the 13F portfolio, value $65,059,816.

    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 631,786 shares
    Change vs previous 13F +14,749 shares

    6.56% of the 13F portfolio, value $63,336,540.

    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 617,037 shares
    Change vs previous 13F not available

    6.73% of the 13F portfolio, value $62,579,931.

    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).