Skip to content

WCG Wealth Advisors LLC: AVIG position timeline

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

WCG Wealth Advisors LLC held 63,159 AVIG 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 63,159 shares
    Change vs previous 13F +7,641 shares

    0.06% of the 13F portfolio, value $2,615,405.

    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 55,518 shares
    Change vs previous 13F +5,040 shares

    0.06% of the 13F portfolio, value $2,306,203.

    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 50,478 shares
    Change vs previous 13F +7,045 shares

    0.06% of the 13F portfolio, value $2,116,192.

    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 43,433 shares
    Change vs previous 13F +9,433 shares

    0.11% of the 13F portfolio, value $1,827,670.

    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 34,000 shares
    Change vs previous 13F +3,206 shares

    0.09% of the 13F portfolio, value $1,415,090.

    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 30,794 shares
    Change vs previous 13F -15,189 shares

    0.1% of the 13F portfolio, value $1,274,585.

    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 45,983 shares
    Change vs previous 13F +426 shares

    0.12% of the 13F portfolio, value $1,866,000.

    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 45,557 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,937,000.

    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).