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Disclosery

WCG Wealth Advisors LLC: DFAS position timeline

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

WCG Wealth Advisors LLC held 37,754 DFAS 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 37,754 shares
    Change vs previous 13F +1,547 shares

    0.07% of the 13F portfolio, value $3,108,699.

    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 36,207 shares
    Change vs previous 13F +2,297 shares

    0.07% of the 13F portfolio, value $2,575,422.

    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 33,910 shares
    Change vs previous 13F +1,765 shares

    0.07% of the 13F portfolio, value $2,362,480.

    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 32,145 shares
    Change vs previous 13F +591 shares

    0.14% of the 13F portfolio, value $2,200,647.

    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 31,554 shares
    Change vs previous 13F +2,062 shares

    0.13% of the 13F portfolio, value $2,010,292.

    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 29,492 shares
    Change vs previous 13F +304 shares

    0.13% of the 13F portfolio, value $1,762,131.

    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 29,188 shares
    Change vs previous 13F +3,695 shares

    0.13% of the 13F portfolio, value $1,900,000.

    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 25,493 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,653,000.

    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).