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Disclosery

WCG Wealth Advisors LLC: FBND position timeline

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

WCG Wealth Advisors LLC held 54,002 FBND 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 54,002 shares
    Change vs previous 13F +6,455 shares

    0.06% of the 13F portfolio, value $2,456,550.

    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 47,547 shares
    Change vs previous 13F +2,321 shares

    0.06% of the 13F portfolio, value $2,169,075.

    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 45,226 shares
    Change vs previous 13F +8,463 shares

    0.06% of the 13F portfolio, value $2,081,184.

    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 36,763 shares
    Change vs previous 13F +12,842 shares

    0.11% of the 13F portfolio, value $1,699,921.

    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 23,921 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,094,386.

    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).