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WCG Wealth Advisors LLC: HDEF position timeline

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

WCG Wealth Advisors LLC held 1,136,736 HDEF 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 1,136,736 shares
    Change vs previous 13F -197,401 shares

    0.87% of the 13F portfolio, value $36,534,696.

    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 1,334,137 shares
    Change vs previous 13F -7,765 shares

    1.21% of the 13F portfolio, value $43,239,368.

    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 1,341,902 shares
    Change vs previous 13F +961,145 shares

    1.17% of the 13F portfolio, value $41,586,510.

    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 380,757 shares
    Change vs previous 13F -41,813 shares

    0.7% of the 13F portfolio, value $11,201,890.

    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 422,570 shares
    Change vs previous 13F -7,484 shares

    0.79% of the 13F portfolio, value $12,195,358.

    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 430,054 shares
    Change vs previous 13F -71,643 shares

    0.89% of the 13F portfolio, value $11,671,672.

    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 501,697 shares
    Change vs previous 13F +7,186 shares

    0.81% of the 13F portfolio, value $12,186,000.

    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 494,511 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $13,297,000.

    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).