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WCG Wealth Advisors LLC: HTRB position timeline

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

WCG Wealth Advisors LLC held 392,209 HTRB 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 392,209 shares
    Change vs previous 13F +7,130 shares

    0.31% of the 13F portfolio, value $13,231,182.

    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 385,079 shares
    Change vs previous 13F -1,478,960 shares

    0.36% of the 13F portfolio, value $12,992,551.

    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 1,864,039 shares
    Change vs previous 13F +1,266,392 shares

    1.78% of the 13F portfolio, value $63,658,244.

    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 597,647 shares
    Change vs previous 13F -16,562 shares

    1.28% of the 13F portfolio, value $20,493,327.

    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 614,209 shares
    Change vs previous 13F -200,838 shares

    1.35% of the 13F portfolio, value $20,803,264.

    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 815,047 shares
    Change vs previous 13F -157,944 shares

    2.1% of the 13F portfolio, value $27,597,519.

    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 972,991 shares
    Change vs previous 13F -117 shares

    2.14% of the 13F portfolio, value $32,430,000.

    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 973,108 shares
    Change vs previous 13F not available

    2.3% of the 13F portfolio, value $34,020,000.

    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).