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Disclosery

WCG Wealth Advisors LLC: DOCU position timeline

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

WCG Wealth Advisors LLC held 17,337 DOCU 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 17,337 shares
    Change vs previous 13F +4,803 shares

    0.02% of the 13F portfolio, value $770,110.

    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 12,534 shares
    Change vs previous 13F +1,450 shares

    0.02% of the 13F portfolio, value $594,237.

    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 11,084 shares
    Change vs previous 13F -767 shares

    0.02% of the 13F portfolio, value $758,145.

    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 11,851 shares
    Change vs previous 13F +1,504 shares

    0.05% of the 13F portfolio, value $854,338.

    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 10,347 shares
    Change vs previous 13F +327 shares

    0.05% of the 13F portfolio, value $805,928.

    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 10,020 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $815,628.

    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).