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Disclosery

WCG Wealth Advisors LLC: DFAC position timeline

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

WCG Wealth Advisors LLC held 52,690 DFAC 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 52,690 shares
    Change vs previous 13F -344 shares

    0.06% of the 13F portfolio, value $2,337,330.

    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 53,034 shares
    Change vs previous 13F -2,230 shares

    0.06% of the 13F portfolio, value $2,060,900.

    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 55,264 shares
    Change vs previous 13F -3,212 shares

    0.06% of the 13F portfolio, value $2,187,915.

    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 58,476 shares
    Change vs previous 13F -1,855 shares

    0.14% of the 13F portfolio, value $2,255,433.

    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 60,331 shares
    Change vs previous 13F -12,310 shares

    0.14% of the 13F portfolio, value $2,162,280.

    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 72,641 shares
    Change vs previous 13F -528 shares

    0.18% of the 13F portfolio, value $2,396,438.

    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 73,169 shares
    Change vs previous 13F -7,809 shares

    0.17% of the 13F portfolio, value $2,531,000.

    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 80,978 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $2,777,000.

    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).