Skip to content

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

  1. period ended2026-06-30
    13F 59,865 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 56,190 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 53,344 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 23,791 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 26,389 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F/A 25,408 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 20,642 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 19,554 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).