Wescott Financial Advisory Group, LLC

All 13F Portfolio Filings

Most recent 13F
Q2 2023
Location
Philadelphia, PA
CIK
0001864880
All SEC filings
View on sec.gov
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q2 2023 161 566,005 13F-HR 8/11/2023 000117266123002932 Wescott Financial Advisory Group, LLC
Q1 2023 157 460,198 13F-HR 5/10/2023 000117266123001944 Wescott Financial Advisory Group, LLC
Q4 2022 157 463,785 13F-HR 2/6/2023 000117266123000464 Wescott Financial Advisory Group, LLC
Q3 2022 139 359,194 13F-HR 11/14/2022 000160658722002316 Wescott Financial Advisory Group, LLC
Q2 2022 131 368,396 13F-HR 7/28/2022 000160658722001529 Wescott Financial Advisory Group, LLC
Q1 2022 128 388,187 13F-HR 5/16/2022 000160658722001187 Wescott Financial Advisory Group, LLC
Q4 2021 72 194,205 13F-HR 1/31/2022 000160658722000183 Wescott Financial Advisory Group, LLC
Q3 2021 69 176,835 13F-HR 10/29/2021 000122107321000109 Wescott Financial Advisory Group, LLC
Q2 2021 65 169,720 13F-HR 8/10/2021 000122107321000092 Wescott Financial Advisory Group, LLC
Q1 2021 62 154,068 13F-HR 6/25/2021 000122107321000070 Wescott Financial Advisory Group, LLC
Q4 2020 59 142,434 13F-HR 6/25/2021 000122107321000069 Wescott Financial Advisory Group, LLC