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WCG Wealth Advisors LLC: FLAX position timeline

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

WCG Wealth Advisors LLC held 29,788 FLAX 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 29,788 shares
    Change vs previous 13F -978 shares

    0.03% of the 13F portfolio, value $1,110,271.

    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 30,766 shares
    Change vs previous 13F -1,253 shares

    0.03% of the 13F portfolio, value $940,194.

    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 32,019 shares
    Change vs previous 13F -1,113 shares

    0.03% of the 13F portfolio, value $948,732.

    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 33,132 shares
    Change vs previous 13F -2,190 shares

    0.06% of the 13F portfolio, value $956,767.

    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 35,322 shares
    Change vs previous 13F -76,977 shares

    0.06% of the 13F portfolio, value $918,376.

    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 112,299 shares
    Change vs previous 13F -13,101 shares

    0.2% of the 13F portfolio, value $2,629,736.

    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 125,400 shares
    Change vs previous 13F -112,883 shares

    0.19% of the 13F portfolio, value $2,849,000.

    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 238,283 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $5,903,000.

    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).