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Disclosery

WCG Wealth Advisors LLC: HLN position timeline

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

WCG Wealth Advisors LLC held 0 HLN 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 0 shares
    Change vs previous 13F -104,689 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 104,689 shares
    Change vs previous 13F -12,623 shares

    0.03% of the 13F portfolio, value $1,047,941.

    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 117,312 shares
    Change vs previous 13F +59,884 shares

    0.03% of the 13F portfolio, value $1,186,022.

    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 57,428 shares
    Change vs previous 13F +5,351 shares

    0.03% of the 13F portfolio, value $515,126.

    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 52,077 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $540,035.

    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).