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Disclosery

WCG Wealth Advisors LLC: BUCK position timeline

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

WCG Wealth Advisors LLC held 67,104 BUCK 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 67,104 shares
    Change vs previous 13F -5,509 shares

    0.04% of the 13F portfolio, value $1,571,575.

    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 72,613 shares
    Change vs previous 13F -30,320 shares

    0.05% of the 13F portfolio, value $1,706,774.

    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 102,933 shares
    Change vs previous 13F +39,474 shares

    0.07% of the 13F portfolio, value $2,440,025.

    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 63,459 shares
    Change vs previous 13F -14,241 shares

    0.09% of the 13F portfolio, value $1,513,497.

    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 77,700 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,836,828.

    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).