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WCG Wealth Advisors LLC: FXO position timeline

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

WCG Wealth Advisors LLC held 324,995 FXO 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 324,995 shares
    Change vs previous 13F +21,172 shares

    0.48% of the 13F portfolio, value $20,298,900.

    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 303,823 shares
    Change vs previous 13F +8,936 shares

    0.48% of the 13F portfolio, value $17,071,682.

    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 294,887 shares
    Change vs previous 13F +189,857 shares

    0.5% of the 13F portfolio, value $17,796,822.

    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 105,030 shares
    Change vs previous 13F -11,230 shares

    0.39% of the 13F portfolio, value $6,237,711.

    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 116,260 shares
    Change vs previous 13F +11,792 shares

    0.42% of the 13F portfolio, value $6,517,503.

    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 104,468 shares
    Change vs previous 13F -16,786 shares

    0.42% of the 13F portfolio, value $5,536,820.

    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 121,254 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $6,563,000.

    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).