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Disclosery

WCG Wealth Advisors LLC: HYLB position timeline

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

WCG Wealth Advisors LLC held 304,319 HYLB 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 304,319 shares
    Change vs previous 13F +53,168 shares

    0.26% of the 13F portfolio, value $11,113,728.

    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 251,151 shares
    Change vs previous 13F +2,476 shares

    0.25% of the 13F portfolio, value $9,081,616.

    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 248,675 shares
    Change vs previous 13F +222,928 shares

    0.26% of the 13F portfolio, value $9,158,706.

    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 25,747 shares
    Change vs previous 13F +3,113 shares

    0.06% of the 13F portfolio, value $955,459.

    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 22,634 shares
    Change vs previous 13F -2,415 shares

    0.05% of the 13F portfolio, value $835,656.

    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 25,049 shares
    Change vs previous 13F +4,178 shares

    0.07% of the 13F portfolio, value $905,524.

    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 20,871 shares
    Change vs previous 13F -2 shares

    0.05% of the 13F portfolio, value $753,000.

    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 20,873 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $771,000.

    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).