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WCG Wealth Advisors LLC: BUFR position timeline

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

WCG Wealth Advisors LLC held 352,462 BUFR 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 352,462 shares
    Change vs previous 13F +7,166 shares

    0.31% of the 13F portfolio, value $12,875,450.

    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 345,296 shares
    Change vs previous 13F +19,455 shares

    0.33% of the 13F portfolio, value $11,660,657.

    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 325,841 shares
    Change vs previous 13F +194,656 shares

    0.31% of the 13F portfolio, value $11,163,313.

    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 131,185 shares
    Change vs previous 13F +1,454 shares

    0.27% of the 13F portfolio, value $4,384,204.

    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 129,731 shares
    Change vs previous 13F +68,851 shares

    0.27% of the 13F portfolio, value $4,125,444.

    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 60,880 shares
    Change vs previous 13F +6,800 shares

    0.14% of the 13F portfolio, value $1,807,528.

    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 54,080 shares
    Change vs previous 13F -6,148 shares

    0.11% of the 13F portfolio, value $1,648,000.

    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 60,228 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,800,000.

    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).