WCG Wealth Advisors LLC: FTEC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WCG Wealth Advisors LLC on FTEC, newest first. How the timeline and the estimate are built.
WCG Wealth Advisors LLC held 10,592 FTEC shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 10,592 sharesChange vs previous 13F -446 shares
0.07% of the 13F portfolio, value $3,024,986.
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).
- period ended2026-03-3113F 11,038 sharesChange vs previous 13F -3,003 shares
0.06% of the 13F portfolio, value $2,296,546.
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 14,041 sharesChange vs previous 13F -659 shares
0.09% of the 13F portfolio, value $3,154,666.
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 14,700 sharesChange vs previous 13F -1,236 shares
0.2% of the 13F portfolio, value $3,265,839.
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 15,936 sharesChange vs previous 13F -5,535 shares
0.2% of the 13F portfolio, value $3,142,890.
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 21,471 sharesChange vs previous 13F -523 shares
0.26% of the 13F portfolio, value $3,462,629.
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 21,994 sharesChange vs previous 13F +722 shares
0.27% of the 13F portfolio, value $4,066,000.
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).
- period ended2024-09-3013F 21,272 sharesChange vs previous 13F not available
0.25% of the 13F portfolio, value $3,712,000.
13F-HR 0001855713-24-000007 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).