Wescott Financial Advisory Group, LLC
Holdings in PWP
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $351,882 | 20,340 | Shares | Sole | 2026-02-12 |
| 2025-09-30 | $431,964 | 20,261 | Shares | Sole | 2025-11-05 |
| 2025-06-30 | $489,306 | 25,196 | Shares | Sole | 2025-08-11 |
| 2025-03-31 | $461,784 | 25,097 | Shares | Sole | 2025-05-14 |
| 2024-12-31 | $596,238 | 25,010 | Shares | Sole | 2025-02-12 |
| 2024-09-30 | $674,672 | 34,939 | Shares | Sole | 2024-11-12 |
| 2024-06-30 | $1,508,975 | 92,860 | Shares | Sole | 2024-08-14 |