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Disclosery

WCG Wealth Advisors LLC: DDWM position timeline

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

WCG Wealth Advisors LLC held 15,046 DDWM 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 15,046 shares
    Change vs previous 13F -429 shares

    0.02% of the 13F portfolio, value $694,799.

    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 15,475 shares
    Change vs previous 13F +5,173 shares

    0.02% of the 13F portfolio, value $682,609.

    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 10,302 shares
    Change vs previous 13F +36 shares

    0.01% of the 13F portfolio, value $448,540.

    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 10,266 shares
    Change vs previous 13F +142 shares

    0.03% of the 13F portfolio, value $429,119.

    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 10,124 shares
    Change vs previous 13F +111 shares

    0.03% of the 13F portfolio, value $401,513.

    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 10,013 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $368,384.

    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).