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Disclosery

WCG Wealth Advisors LLC: APD position timeline

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

WCG Wealth Advisors LLC held 14,363 APD 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 14,363 shares
    Change vs previous 13F +1,003 shares

    0.1% of the 13F portfolio, value $4,211,057.

    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 13,360 shares
    Change vs previous 13F +397 shares

    0.11% of the 13F portfolio, value $3,880,874.

    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 12,963 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $3,202,069.

    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).