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Disclosery

WCG Wealth Advisors LLC: FTSM position timeline

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

WCG Wealth Advisors LLC held 57,917 FTSM 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 57,917 shares
    Change vs previous 13F +166 shares

    0.08% of the 13F portfolio, value $3,459,403.

    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 57,751 shares
    Change vs previous 13F -405 shares

    0.1% of the 13F portfolio, value $3,452,330.

    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 58,156 shares
    Change vs previous 13F +29,537 shares

    0.1% of the 13F portfolio, value $3,485,269.

    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 28,619 shares
    Change vs previous 13F -1,343 shares

    0.11% of the 13F portfolio, value $1,714,545.

    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 29,962 shares
    Change vs previous 13F +1 shares

    0.12% of the 13F portfolio, value $1,793,799.

    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 29,961 shares
    Change vs previous 13F -2,545 shares

    0.14% of the 13F portfolio, value $1,792,891.

    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 32,506 shares
    Change vs previous 13F +545 shares

    0.13% of the 13F portfolio, value $1,943,000.

    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 31,961 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,913,000.

    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).