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Disclosery

WCG Wealth Advisors LLC: DEM position timeline

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

WCG Wealth Advisors LLC held 20,599 DEM 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 20,599 shares
    Change vs previous 13F -3,810 shares

    0.03% of the 13F portfolio, value $1,108,036.

    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 24,409 shares
    Change vs previous 13F -2,939 shares

    0.03% of the 13F portfolio, value $1,212,857.

    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 27,348 shares
    Change vs previous 13F -149,216 shares

    0.04% of the 13F portfolio, value $1,277,444.

    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 176,564 shares
    Change vs previous 13F +16,930 shares

    0.51% of the 13F portfolio, value $8,120,240.

    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 159,634 shares
    Change vs previous 13F +50,447 shares

    0.47% of the 13F portfolio, value $7,229,790.

    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 109,187 shares
    Change vs previous 13F +15,815 shares

    0.35% of the 13F portfolio, value $4,594,573.

    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 93,372 shares
    Change vs previous 13F +78,729 shares

    0.25% of the 13F portfolio, value $3,781,000.

    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 14,643 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $644,000.

    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).