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Disclosery

WCG Wealth Advisors LLC: BOND position timeline

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

WCG Wealth Advisors LLC held 37,020 BOND 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 37,020 shares
    Change vs previous 13F -4,844 shares

    0.08% of the 13F portfolio, value $3,413,656.

    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 41,864 shares
    Change vs previous 13F -311 shares

    0.11% of the 13F portfolio, value $3,863,205.

    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 42,175 shares
    Change vs previous 13F +12,421 shares

    0.11% of the 13F portfolio, value $3,924,324.

    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 29,754 shares
    Change vs previous 13F +175 shares

    0.17% of the 13F portfolio, value $2,777,539.

    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 29,579 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $2,726,587.

    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).