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WCG Wealth Advisors LLC: AVLV position timeline

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

WCG Wealth Advisors LLC held 154,047 AVLV 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 154,047 shares
    Change vs previous 13F -3,034 shares

    0.33% of the 13F portfolio, value $14,050,593.

    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 157,081 shares
    Change vs previous 13F +26,466 shares

    0.35% of the 13F portfolio, value $12,662,296.

    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 130,615 shares
    Change vs previous 13F -20,600 shares

    0.28% of the 13F portfolio, value $9,896,711.

    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 151,215 shares
    Change vs previous 13F +4,064 shares

    0.69% of the 13F portfolio, value $10,926,808.

    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 147,151 shares
    Change vs previous 13F +555 shares

    0.65% of the 13F portfolio, value $10,037,198.

    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 146,596 shares
    Change vs previous 13F +4,137 shares

    0.73% of the 13F portfolio, value $9,559,513.

    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 142,459 shares
    Change vs previous 13F -46,702 shares

    0.63% of the 13F portfolio, value $9,512,000.

    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 189,161 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $12,452,000.

    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).