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Disclosery

WCG Wealth Advisors LLC: ETW position timeline

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

WCG Wealth Advisors LLC held 69,767 ETW 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 69,767 shares
    Change vs previous 13F -410 shares

    0.02% of the 13F portfolio, value $672,554.

    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 70,177 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $616,154.

    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 70,177 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $647,033.

    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 70,177 shares
    Change vs previous 13F +4,380 shares

    0.04% of the 13F portfolio, value $635,104.

    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 65,797 shares
    Change vs previous 13F +24,939 shares

    0.04% of the 13F portfolio, value $569,145.

    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 40,858 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $337,081.

    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).