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Disclosery

WCG Wealth Advisors LLC: AVUV position timeline

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

WCG Wealth Advisors LLC held 190,859 AVUV 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 190,859 shares
    Change vs previous 13F +2,503 shares

    0.56% of the 13F portfolio, value $23,811,526.

    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 188,356 shares
    Change vs previous 13F -4,695 shares

    0.58% of the 13F portfolio, value $20,807,577.

    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 193,051 shares
    Change vs previous 13F +6,276 shares

    0.55% of the 13F portfolio, value $19,687,298.

    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 186,775 shares
    Change vs previous 13F +2,608 shares

    1.17% of the 13F portfolio, value $18,589,676.

    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 184,167 shares
    Change vs previous 13F +22,183 shares

    1.09% of the 13F portfolio, value $16,777,592.

    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 161,984 shares
    Change vs previous 13F +4,320 shares

    1.07% of the 13F portfolio, value $14,120,142.

    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 157,664 shares
    Change vs previous 13F +5,876 shares

    1.01% of the 13F portfolio, value $15,219,000.

    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 151,788 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $14,564,000.

    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).