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Disclosery

WCG Wealth Advisors LLC: IBLC position timeline

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

WCG Wealth Advisors LLC held 21,620 IBLC 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 21,620 shares
    Change vs previous 13F -84 shares

    0.02% of the 13F portfolio, value $1,040,587.

    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 21,704 shares
    Change vs previous 13F -1,920 shares

    0.02% of the 13F portfolio, value $793,076.

    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 23,624 shares
    Change vs previous 13F -273 shares

    0.03% of the 13F portfolio, value $966,472.

    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 23,897 shares
    Change vs previous 13F +1,199 shares

    0.08% of the 13F portfolio, value $1,323,584.

    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 22,698 shares
    Change vs previous 13F -1,185 shares

    0.06% of the 13F portfolio, value $891,284.

    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 23,883 shares
    Change vs previous 13F +8,414 shares

    0.04% of the 13F portfolio, value $589,525.

    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 15,469 shares
    Change vs previous 13F +346 shares

    0.03% of the 13F portfolio, value $529,000.

    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 15,123 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $447,000.

    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).