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Disclosery

WCG Wealth Advisors LLC: CSQ position timeline

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

WCG Wealth Advisors LLC held 25,688 CSQ 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 25,688 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $528,146.

    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 25,688 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $439,778.

    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 25,688 shares
    Change vs previous 13F -2,200 shares

    0.01% of the 13F portfolio, value $493,210.

    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 27,888 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $537,959.

    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 27,888 shares
    Change vs previous 13F +10,882 shares

    0.03% of the 13F portfolio, value $508,678.

    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 17,006 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $275,158.

    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).