Position in COR
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$924,495
-$115,622 QoQ
Shares Held
3,267
-1.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#648
of 1,333 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in COR Over Time
Shares Held
Position Value (USD)
Position in Medical Distribution
Healthcare · as of Jun 30, 2026Wescott Financial Advisory Group, LLC holds $924,495 across 1 Medical Distribution name. COR ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COR |
Cencora, Inc.
This page
|
3,267 | $924,495 |
All Filings in COR
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $924,495 | 3,267 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,040,117 | 3,311 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,180,774 | 3,496 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,096,667 | 3,509 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,080,359 | 3,603 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,013,638 | 3,645 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $849,964 | 3,783 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $849,902 | 3,776 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $850,732 | 3,776 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $914,614 | 3,764 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $773,050 | 3,764 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $677,407 | 3,764 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $1,125,330 | 5,848 | Shares | Sole | 2023-08-11 | |
| No filing history on record for this holder in this stock. | ||||||