Wescott Financial Advisory Group - Portfolio Holdings by Quarter
Historical 13F-HR SEC quarterly filings for Wescott Financial Advisory Group going back to June 25, 2021
- Wescott Financial Advisory Group 2025 Q3 - filed Nov. 5, 2025 - new!
- Wescott Financial Advisory Group 2025 Q2 - filed Aug. 11, 2025
- Wescott Financial Advisory Group 2025 Q1 - filed May 14, 2025
- Wescott Financial Advisory Group 2024 Q4 - filed Feb. 12, 2025
- Wescott Financial Advisory Group 2024 Q3 - filed Nov. 12, 2024
- Wescott Financial Advisory Group 2024 Q2 - filed Aug. 14, 2024
- Wescott Financial Advisory Group 2024 Q1 - filed May 13, 2024
- Wescott Financial Advisory Group 2023 Q3 - filed Nov. 9, 2023
- Wescott Financial Advisory Group 2023 Q2 - filed Aug. 11, 2023
- Wescott Financial Advisory Group 2023 Q1 - filed May 10, 2023
- Wescott Financial Advisory Group 2022 Q4 - filed Feb. 6, 2023
- Wescott Financial Advisory Group 2022 Q3 - filed Nov. 14, 2022
- Wescott Financial Advisory Group 2022 Q2 - filed July 28, 2022
- Wescott Financial Advisory Group 2022 Q1 - filed May 16, 2022
- Wescott Financial Advisory Group 2021 Q4 - filed Jan. 31, 2022
- Wescott Financial Advisory Group 2021 Q3 - filed Oct. 29, 2021
- Wescott Financial Advisory Group 2021 Q2 - filed Aug. 10, 2021
- Wescott Financial Advisory Group 2021 Q1 - filed June 25, 2021
- Wescott Financial Advisory Group 2020 Q4 - filed June 25, 2021