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WCG Wealth Advisors LLC: AVEM position timeline

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

WCG Wealth Advisors LLC held 260,666 AVEM 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 260,666 shares
    Change vs previous 13F +3,622 shares

    0.6% of the 13F portfolio, value $25,151,580.

    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 257,044 shares
    Change vs previous 13F +6,786 shares

    0.58% of the 13F portfolio, value $20,712,584.

    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 250,258 shares
    Change vs previous 13F +134,401 shares

    0.54% of the 13F portfolio, value $19,274,831.

    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 115,857 shares
    Change vs previous 13F +3,248 shares

    0.55% of the 13F portfolio, value $8,702,040.

    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 112,609 shares
    Change vs previous 13F +7,865 shares

    0.5% of the 13F portfolio, value $7,718,201.

    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 104,744 shares
    Change vs previous 13F +2,993 shares

    0.48% of the 13F portfolio, value $6,302,435.

    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 101,751 shares
    Change vs previous 13F +7,933 shares

    0.4% of the 13F portfolio, value $5,982,000.

    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).

  8. period ended2024-09-30
    13F 93,818 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $6,061,000.

    13F-HR 0001855713-24-000007 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).