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Disclosery

WCG Wealth Advisors LLC: FMB position timeline

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

WCG Wealth Advisors LLC held 14,524 FMB 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 14,524 shares
    Change vs previous 13F -203 shares

    0.02% of the 13F portfolio, value $746,033.

    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 14,727 shares
    Change vs previous 13F -1,039 shares

    0.02% of the 13F portfolio, value $746,065.

    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 15,766 shares
    Change vs previous 13F +4,741 shares

    0.02% of the 13F portfolio, value $806,179.

    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 11,025 shares
    Change vs previous 13F -268 shares

    0.04% of the 13F portfolio, value $558,985.

    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 11,293 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $562,618.

    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).