Skip to content
Disclosery

WCG Wealth Advisors LLC: AVLC position timeline

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

WCG Wealth Advisors LLC held 23,461 AVLC 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 23,461 shares
    Change vs previous 13F -7,286 shares

    0.05% of the 13F portfolio, value $2,110,598.

    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 30,747 shares
    Change vs previous 13F -3,338 shares

    0.07% of the 13F portfolio, value $2,384,433.

    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 34,085 shares
    Change vs previous 13F -1,841 shares

    0.08% of the 13F portfolio, value $2,679,760.

    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 35,926 shares
    Change vs previous 13F -1,399 shares

    0.17% of the 13F portfolio, value $2,748,731.

    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 37,325 shares
    Change vs previous 13F +999 shares

    0.17% of the 13F portfolio, value $2,651,588.

    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 36,326 shares
    Change vs previous 13F -1,712 shares

    0.18% of the 13F portfolio, value $2,332,131.

    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 38,038 shares
    Change vs previous 13F +680 shares

    0.17% of the 13F portfolio, value $2,569,000.

    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 37,358 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $2,466,000.

    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).