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Disclosery

WCG Wealth Advisors LLC: FAD position timeline

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

WCG Wealth Advisors LLC held 15,242 FAD 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 15,242 shares
    Change vs previous 13F +1,537 shares

    0.07% of the 13F portfolio, value $3,047,939.

    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 13,705 shares
    Change vs previous 13F +295 shares

    0.06% of the 13F portfolio, value $2,178,043.

    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 13,410 shares
    Change vs previous 13F -461 shares

    0.06% of the 13F portfolio, value $2,170,470.

    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 13,871 shares
    Change vs previous 13F +203 shares

    0.14% of the 13F portfolio, value $2,226,975.

    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 13,668 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $2,006,744.

    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).