Wescott Financial Advisory Group, LLC

Business address
30 South Street 17 Th Street, Philadelphia, PA, 19103
Top securities (13F)
VOO, QQQ, VTES, IWP, IEFA, IVV, DFIS, IEMG, DFUV, IWB, IWS, DFGR, BIV, VCSH, DFIV, DFLV, AAPL, DFAE, MRK, and DFAS
State of incorporation
DE
Fiscal year end
31 December
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Wescott Financial Advisory Group, LLC has filed 22 SEC EDGAR filings since 25 Jun 2021

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 05 Nov 2025 30 Sep 2025 028-21282
N-PX Open Document Open Filing 20 Aug 2025 30 Jun 2025 028-21282
13F-HR Open Document Open Filing 11 Aug 2025 30 Jun 2025 028-21282
13F-HR Open Document Open Filing 14 May 2025 31 Mar 2025 028-21282
13F-HR Open Document Open Filing 12 Feb 2025 31 Dec 2024 028-21282
13F-HR Open Document Open Filing 12 Nov 2024 30 Sep 2024 028-21282
N-PX Open Document Open Filing 27 Aug 2024 30 Jun 2024 028-21282
13F-HR Open Document Open Filing 14 Aug 2024 30 Jun 2024 028-21282
13F-HR Open Document Open Filing 13 May 2024 31 Mar 2024 028-21282
13F-HR Open Document Open Filing 13 Feb 2024 31 Dec 2023 028-21282
13F-HR Open Document Open Filing 09 Nov 2023 30 Sep 2023 028-21282
13F-HR Open Document Open Filing 11 Aug 2023 30 Jun 2023 028-21282
13F-HR Open Document Open Filing 10 May 2023 31 Mar 2023 028-21282
13F-HR Open Document Open Filing 06 Feb 2023 31 Dec 2022 028-21282
13F-HR Open Document Open Filing 14 Nov 2022 30 Sep 2022 028-21282
13F-HR Open Document Open Filing 28 Jul 2022 30 Jun 2022 028-21282
13F-HR Open Document Open Filing 16 May 2022 31 Mar 2022 028-21282
13F-HR Open Document Open Filing 31 Jan 2022 31 Dec 2021 028-21282
13F-HR Open Document Open Filing 29 Oct 2021 30 Sep 2021 028-21282
13F-HR Open Document Open Filing 10 Aug 2021 30 Jun 2021 028-21282
13F-HR Open Document Open Filing 25 Jun 2021 31 Mar 2021 028-21282
13F-HR Open Document Open Filing 25 Jun 2021 31 Dec 2020 028-21282