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Disclosery

WCG Wealth Advisors LLC: CGDV position timeline

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

WCG Wealth Advisors LLC held 88,517 CGDV 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 88,517 shares
    Change vs previous 13F +6,111 shares

    0.1% of the 13F portfolio, value $4,362,099.

    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 82,406 shares
    Change vs previous 13F +14,363 shares

    0.1% of the 13F portfolio, value $3,505,548.

    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 68,043 shares
    Change vs previous 13F +43,542 shares

    0.08% of the 13F portfolio, value $2,969,369.

    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 24,501 shares
    Change vs previous 13F +1,748 shares

    0.06% of the 13F portfolio, value $1,029,760.

    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 22,753 shares
    Change vs previous 13F +3,747 shares

    0.06% of the 13F portfolio, value $898,518.

    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 19,006 shares
    Change vs previous 13F +3,708 shares

    0.05% of the 13F portfolio, value $677,386.

    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 15,298 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $539,000.

    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).