WCG Wealth Advisors LLC: COP position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WCG Wealth Advisors LLC on COP, newest first. How the timeline and the estimate are built.
WCG Wealth Advisors LLC held 59,865 COP shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 59,865 sharesChange vs previous 13F +3,675 shares
0.15% of the 13F portfolio, value $6,223,600.
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 56,190 sharesChange vs previous 13F +2,846 shares
0.21% of the 13F portfolio, value $7,417,071.
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 53,344 sharesChange vs previous 13F +29,553 shares
0.14% of the 13F portfolio, value $4,993,625.
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 23,791 sharesChange vs previous 13F -2,598 shares
0.14% of the 13F portfolio, value $2,250,411.
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 26,389 sharesChange vs previous 13F +981 shares
0.15% of the 13F portfolio, value $2,368,098.
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 25,408 sharesChange vs previous 13F +4,766 shares
0.2% of the 13F portfolio, value $2,668,363.
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 20,642 sharesChange vs previous 13F +1,088 shares
0.14% of the 13F portfolio, value $2,047,000.
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 19,554 sharesChange vs previous 13F not available
0.14% of the 13F portfolio, value $2,059,000.
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).