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Disclosery

WCG Wealth Advisors LLC: FLEX position timeline

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

WCG Wealth Advisors LLC held 14,185 FLEX 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 14,185 shares
    Change vs previous 13F -13,167 shares

    0.05% of the 13F portfolio, value $2,298,857.

    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 27,352 shares
    Change vs previous 13F -1,285 shares

    0.05% of the 13F portfolio, value $1,790,436.

    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 28,637 shares
    Change vs previous 13F +14,454 shares

    0.05% of the 13F portfolio, value $1,730,216.

    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 14,183 shares
    Change vs previous 13F -2,148 shares

    0.05% of the 13F portfolio, value $822,166.

    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 16,331 shares
    Change vs previous 13F +5,750 shares

    0.05% of the 13F portfolio, value $815,220.

    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 10,581 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $350,026.

    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).