Wescott Financial Advisory Group, LLC
Position in CSL — Carlisle Companies Inc
CIK 1864880
Philadelphia, PA
Position in CSL
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$2,325,953
+$186,782 QoQ
Shares Held
6,412
0.0% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.77%
of 13F equity value
Holder Rank
#280
of 792 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CSL Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026Wescott Financial Advisory Group, LLC holds $3,485,977 across 3 Building Products & Equipment names. CSL ranks #1 (66.7% of the industry book) .
All Filings in CSL
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,325,953 | 6,412 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $2,139,171 | 6,412 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,050,942 | 6,412 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,107,317 | 6,406 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $2,390,880 | 6,403 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,180,221 | 6,403 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,360,576 | 6,400 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $2,878,849 | 6,401 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,593,749 | 6,401 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,253,920 | 3,200 | Shares | Sole | 2024-05-13 | |
| No filing history on record for this holder in this stock. | ||||||