Skip to content
Disclosery

WCG Wealth Advisors LLC: FIXD position timeline

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

WCG Wealth Advisors LLC held 27,072 FIXD 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 27,072 shares
    Change vs previous 13F -2,991 shares

    0.03% of the 13F portfolio, value $1,180,595.

    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 30,063 shares
    Change vs previous 13F +9 shares

    0.04% of the 13F portfolio, value $1,310,431.

    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 30,054 shares
    Change vs previous 13F +7,479 shares

    0.04% of the 13F portfolio, value $1,331,986.

    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 22,575 shares
    Change vs previous 13F -1,338 shares

    0.06% of the 13F portfolio, value $1,002,782.

    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 23,913 shares
    Change vs previous 13F +200 shares

    0.07% of the 13F portfolio, value $1,049,542.

    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 23,713 shares
    Change vs previous 13F -1,693 shares

    0.08% of the 13F portfolio, value $1,039,578.

    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 25,406 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,092,000.

    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).