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WCG Wealth Advisors LLC: AHR position timeline

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

WCG Wealth Advisors LLC held 29,594 AHR shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,594 shares
    Change vs previous 13F +934 shares

    0.04% of the 13F portfolio, value $1,543,336.

    13F-HR 0001855713-26-000006 filed by WCG 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 28,660 shares
    Change vs previous 13F +4,077 shares

    0.04% of the 13F portfolio, value $1,351,613.

    13F-HR 0001855713-26-000004 filed by WCG 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 24,583 shares
    Change vs previous 13F +1,742 shares

    0.03% of the 13F portfolio, value $1,156,876.

    13F-HR 0001855713-26-000003 filed by WCG Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 22,841 shares
    Change vs previous 13F +5,220 shares

    0.06% of the 13F portfolio, value $959,552.

    13F-HR 0001855713-25-000008 filed by WCG Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 17,621 shares
    Change vs previous 13F -926 shares

    0.04% of the 13F portfolio, value $647,397.

    13F-HR 0001855713-25-000007 filed by WCG Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F/A 18,547 shares
    Change vs previous 13F +2,376 shares

    0.04% of the 13F portfolio, value $561,977.

    13F-HR/A 0001855713-25-000005 filed by WCG Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 16,171 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $460,000.

    13F-HR 0001855713-25-000003 filed by WCG Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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