Skip to content
Disclosery

WCG Wealth Advisors LLC: FV position timeline

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

WCG Wealth Advisors LLC held 35,886 FV 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 35,886 shares
    Change vs previous 13F -425 shares

    0.06% of the 13F portfolio, value $2,723,036.

    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 36,311 shares
    Change vs previous 13F -121 shares

    0.06% of the 13F portfolio, value $2,194,551.

    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 36,432 shares
    Change vs previous 13F +13,515 shares

    0.06% of the 13F portfolio, value $2,292,301.

    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 22,917 shares
    Change vs previous 13F +48 shares

    0.09% of the 13F portfolio, value $1,419,015.

    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 22,869 shares
    Change vs previous 13F +328 shares

    0.09% of the 13F portfolio, value $1,355,197.

    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 22,541 shares
    Change vs previous 13F +3,209 shares

    0.09% of the 13F portfolio, value $1,236,592.

    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 19,332 shares
    Change vs previous 13F +1,862 shares

    0.08% of the 13F portfolio, value $1,142,000.

    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 17,470 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,018,000.

    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).