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Disclosery

WCG Wealth Advisors LLC: FRDM position timeline

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

WCG Wealth Advisors LLC held 197,396 FRDM 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 197,396 shares
    Change vs previous 13F -51,554 shares

    0.34% of the 13F portfolio, value $14,390,129.

    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 248,950 shares
    Change vs previous 13F -8,289 shares

    0.38% of the 13F portfolio, value $13,605,161.

    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 257,239 shares
    Change vs previous 13F +187,180 shares

    0.37% of the 13F portfolio, value $13,188,645.

    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 70,059 shares
    Change vs previous 13F -104,331 shares

    0.19% of the 13F portfolio, value $3,104,305.

    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 174,390 shares
    Change vs previous 13F -48,622 shares

    0.46% of the 13F portfolio, value $7,045,332.

    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 223,012 shares
    Change vs previous 13F -9,921 shares

    0.59% of the 13F portfolio, value $7,817,078.

    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 232,933 shares
    Change vs previous 13F +5,159 shares

    0.5% of the 13F portfolio, value $7,612,000.

    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 227,774 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $8,150,000.

    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).