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WCG Wealth Advisors LLC: CRTC position timeline

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

WCG Wealth Advisors LLC held 1,926,232 CRTC 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 1,926,232 shares
    Change vs previous 13F +183,911 shares

    1.78% of the 13F portfolio, value $75,102,019.

    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 1,742,321 shares
    Change vs previous 13F +89,838 shares

    1.73% of the 13F portfolio, value $61,769,923.

    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 1,652,483 shares
    Change vs previous 13F +1,110,281 shares

    1.7% of the 13F portfolio, value $60,580,017.

    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 542,202 shares
    Change vs previous 13F +4,016 shares

    1.24% of the 13F portfolio, value $19,750,122.

    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 538,186 shares
    Change vs previous 13F +46,644 shares

    1.18% of the 13F portfolio, value $18,304,353.

    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 491,542 shares
    Change vs previous 13F not available

    1.12% of the 13F portfolio, value $14,693,105.

    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).