WCG Wealth Advisors LLC: ETB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WCG Wealth Advisors LLC on ETB, newest first. How the timeline and the estimate are built.
WCG Wealth Advisors LLC held 37,177 ETB shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 37,177 sharesChange vs previous 13F 0 shares
0.01% of the 13F portfolio, value $577,731.
13F-HR 0001855713-26-000006 filed by WCG Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 37,177 sharesChange vs previous 13F 0 shares
0.01% of the 13F portfolio, value $536,092.
13F-HR 0001855713-26-000004 filed by WCG Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 37,177 sharesChange vs previous 13F -1,419 shares
0.02% of the 13F portfolio, value $567,693.
13F-HR 0001855713-26-000003 filed by WCG Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 38,596 sharesChange vs previous 13F +827 shares
0.04% of the 13F portfolio, value $578,940.
13F-HR 0001855713-25-000008 filed by WCG Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 37,769 sharesChange vs previous 13F +14,812 shares
0.04% of the 13F portfolio, value $545,385.
13F-HR 0001855713-25-000007 filed by WCG Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F/A 22,957 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $313,363.
13F-HR/A 0001855713-25-000005 filed by WCG Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).