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WCG Wealth Advisors LLC: FDVV position timeline

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

WCG Wealth Advisors LLC held 88,714 FDVV 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 88,714 shares
    Change vs previous 13F +904 shares

    0.13% of the 13F portfolio, value $5,348,582.

    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 87,810 shares
    Change vs previous 13F +1,491 shares

    0.14% of the 13F portfolio, value $4,850,611.

    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 86,319 shares
    Change vs previous 13F +160 shares

    0.14% of the 13F portfolio, value $4,900,509.

    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 86,159 shares
    Change vs previous 13F +1,912 shares

    0.3% of the 13F portfolio, value $4,799,928.

    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 84,247 shares
    Change vs previous 13F -3,738 shares

    0.28% of the 13F portfolio, value $4,382,514.

    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 87,985 shares
    Change vs previous 13F -986 shares

    0.33% of the 13F portfolio, value $4,364,056.

    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 88,971 shares
    Change vs previous 13F +3,262 shares

    0.29% of the 13F portfolio, value $4,443,000.

    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 85,709 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $4,341,000.

    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).