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WCG Wealth Advisors LLC: IDHQ position timeline

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

WCG Wealth Advisors LLC held 827,604 IDHQ 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 827,604 shares
    Change vs previous 13F -35,043 shares

    0.86% of the 13F portfolio, value $36,174,517.

    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 862,647 shares
    Change vs previous 13F +28,126 shares

    0.85% of the 13F portfolio, value $30,511,792.

    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 834,521 shares
    Change vs previous 13F +534,913 shares

    0.82% of the 13F portfolio, value $29,334,225.

    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 299,608 shares
    Change vs previous 13F -28,964 shares

    0.63% of the 13F portfolio, value $10,081,848.

    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 328,572 shares
    Change vs previous 13F +15,497 shares

    0.7% of the 13F portfolio, value $10,836,346.

    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 313,075 shares
    Change vs previous 13F -45,461 shares

    0.71% of the 13F portfolio, value $9,373,497.

    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 358,536 shares
    Change vs previous 13F +10,061 shares

    0.67% of the 13F portfolio, value $10,154,000.

    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 348,475 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $11,068,000.

    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).