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WCG Wealth Advisors LLC: FENI position timeline

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

WCG Wealth Advisors LLC held 48,067 FENI 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 48,067 shares
    Change vs previous 13F -13,551 shares

    0.05% of the 13F portfolio, value $1,928,942.

    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 61,618 shares
    Change vs previous 13F +369 shares

    0.06% of the 13F portfolio, value $2,292,197.

    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 61,249 shares
    Change vs previous 13F +6,575 shares

    0.06% of the 13F portfolio, value $2,240,478.

    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 54,674 shares
    Change vs previous 13F +32,829 shares

    0.12% of the 13F portfolio, value $1,928,896.

    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 21,845 shares
    Change vs previous 13F +789 shares

    0.05% of the 13F portfolio, value $726,552.

    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 21,056 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $626,622.

    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).