WCG Wealth Advisors LLC: FLQM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WCG Wealth Advisors LLC on FLQM, newest first. How the timeline and the estimate are built.
WCG Wealth Advisors LLC held 0 FLQM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 0 sharesChange vs previous 13F -28,913 shares
13F-HR 0001855713-26-000006 filed by WCG Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2026-03-3113F 28,913 sharesChange vs previous 13F +560 shares
0.04% of the 13F portfolio, value $1,588,196.
13F-HR 0001855713-26-000004 filed by WCG Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 28,353 sharesChange vs previous 13F -1,475 shares
0.04% of the 13F portfolio, value $1,595,142.
13F-HR 0001855713-26-000003 filed by WCG Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 29,828 sharesChange vs previous 13F -67,262 shares
0.11% of the 13F portfolio, value $1,683,771.
13F-HR 0001855713-25-000008 filed by WCG Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 97,090 sharesChange vs previous 13F +16,484 shares
0.34% of the 13F portfolio, value $5,272,941.
13F-HR 0001855713-25-000007 filed by WCG Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F/A 80,606 sharesChange vs previous 13F +67,359 shares
0.32% of the 13F portfolio, value $4,272,914.
13F-HR/A 0001855713-25-000005 filed by WCG Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 13,247 sharesChange vs previous 13F not available
0.05% of the 13F portfolio, value $719,000.
13F-HR 0001855713-25-000003 filed by WCG Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).