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WCG Wealth Advisors LLC: BIL position timeline

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

WCG Wealth Advisors LLC held 308,669 BIL 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 308,669 shares
    Change vs previous 13F -57,483 shares

    0.67% of the 13F portfolio, value $28,286,428.

    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 366,152 shares
    Change vs previous 13F +26,108 shares

    0.94% of the 13F portfolio, value $33,554,135.

    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 340,044 shares
    Change vs previous 13F +182,776 shares

    0.87% of the 13F portfolio, value $31,073,588.

    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 157,268 shares
    Change vs previous 13F +25,971 shares

    0.9% of the 13F portfolio, value $14,429,404.

    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 131,297 shares
    Change vs previous 13F +42,652 shares

    0.78% of the 13F portfolio, value $12,043,863.

    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 88,645 shares
    Change vs previous 13F -1,894 shares

    0.62% of the 13F portfolio, value $8,131,445.

    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 90,539 shares
    Change vs previous 13F +11,021 shares

    0.55% of the 13F portfolio, value $8,278,000.

    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 79,518 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $7,301,000.

    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).