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Disclosery

WCG Wealth Advisors LLC: ETHO position timeline

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

WCG Wealth Advisors LLC held 64,934 ETHO 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 64,934 shares
    Change vs previous 13F +3,311 shares

    0.12% of the 13F portfolio, value $5,234,289.

    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 61,623 shares
    Change vs previous 13F +431 shares

    0.11% of the 13F portfolio, value $4,071,905.

    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 61,192 shares
    Change vs previous 13F +49,042 shares

    0.11% of the 13F portfolio, value $3,995,863.

    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 12,150 shares
    Change vs previous 13F -26,847 shares

    0.05% of the 13F portfolio, value $773,753.

    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 38,997 shares
    Change vs previous 13F +10,991 shares

    0.15% of the 13F portfolio, value $2,266,880.

    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 28,006 shares
    Change vs previous 13F -1,879 shares

    0.12% of the 13F portfolio, value $1,540,067.

    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 29,885 shares
    Change vs previous 13F +742 shares

    0.12% of the 13F portfolio, value $1,785,000.

    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 29,143 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,746,000.

    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).