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Disclosery

WCG Wealth Advisors LLC: D position timeline

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

WCG Wealth Advisors LLC held 91,435 D 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 91,435 shares
    Change vs previous 13F +5,361 shares

    0.15% of the 13F portfolio, value $6,244,092.

    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 86,074 shares
    Change vs previous 13F +14,592 shares

    0.15% of the 13F portfolio, value $5,321,085.

    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 71,482 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $4,188,113.

    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).