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WCG Wealth Advisors LLC: DJIA position timeline

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

WCG Wealth Advisors LLC held 17,811 DJIA 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 17,811 shares
    Change vs previous 13F -15,840 shares

    0.01% of the 13F portfolio, value $394,336.

    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 33,651 shares
    Change vs previous 13F -2,247 shares

    0.02% of the 13F portfolio, value $708,009.

    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 35,898 shares
    Change vs previous 13F -19,841 shares

    0.02% of the 13F portfolio, value $789,753.

    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 55,739 shares
    Change vs previous 13F +2,018 shares

    0.08% of the 13F portfolio, value $1,217,888.

    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 53,721 shares
    Change vs previous 13F +26,171 shares

    0.08% of the 13F portfolio, value $1,164,677.

    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 27,550 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $608,034.

    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).