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Plus Group Wealth Advisors LLC: WEC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Plus Group Wealth Advisors LLC on WEC, newest first. How the timeline and the estimate are built.

Plus Group Wealth Advisors LLC held 8,963 WEC shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,963 shares
    Change vs previous 13F 0 shares

    0.98% of the 13F portfolio, value $1,046,651.

    13F-HR 0002109515-26-000003 filed by Plus Group Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 8,963 shares
    Change vs previous 13F +21 shares

    1.14% of the 13F portfolio, value $1,037,666.

    13F-HR 0002109515-26-000002 filed by Plus Group Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 8,942 shares
    Change vs previous 13F not available

    1.05% of the 13F portfolio, value $943,023.

    13F-HR 0002109515-26-000001 filed by Plus Group Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).