WCG Wealth Advisors LLC: COMB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WCG Wealth Advisors LLC on COMB, newest first. How the timeline and the estimate are built.
WCG Wealth Advisors LLC held 18,211 COMB shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 18,211 sharesChange vs previous 13F -71 shares
0.01% of the 13F portfolio, value $438,521.
13F-HR 0001855713-26-000006 filed by WCG Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 18,282 sharesChange vs previous 13F -1,120 shares
0.01% of the 13F portfolio, value $480,177.
13F-HR 0001855713-26-000004 filed by WCG Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 19,402 sharesChange vs previous 13F +41 shares
0.01% of the 13F portfolio, value $409,576.
13F-HR 0001855713-26-000003 filed by WCG Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 19,361 sharesChange vs previous 13F -2,522 shares
0.03% of the 13F portfolio, value $422,070.
13F-HR 0001855713-25-000008 filed by WCG Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 21,883 sharesChange vs previous 13F -52 shares
0.03% of the 13F portfolio, value $459,324.
13F-HR 0001855713-25-000007 filed by WCG Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F/A 21,935 sharesChange vs previous 13F -1,810 shares
0.04% of the 13F portfolio, value $475,990.
13F-HR/A 0001855713-25-000005 filed by WCG Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 23,745 sharesChange vs previous 13F -145 shares
0.03% of the 13F portfolio, value $474,000.
13F-HR 0001855713-25-000003 filed by WCG Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 23,890 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $490,000.
13F-HR 0001855713-24-000007 filed by WCG Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).