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WCG Wealth Advisors LLC: IEFA position timeline

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

WCG Wealth Advisors LLC held 252,989 IEFA 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 252,989 shares
    Change vs previous 13F +2,670 shares

    0.58% of the 13F portfolio, value $24,433,696.

    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 250,319 shares
    Change vs previous 13F +8,314 shares

    0.63% of the 13F portfolio, value $22,661,329.

    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 242,005 shares
    Change vs previous 13F +53,217 shares

    0.61% of the 13F portfolio, value $21,649,712.

    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 188,788 shares
    Change vs previous 13F +16,612 shares

    1.03% of the 13F portfolio, value $16,483,039.

    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 172,176 shares
    Change vs previous 13F +154,471 shares

    0.93% of the 13F portfolio, value $14,373,178.

    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 17,705 shares
    Change vs previous 13F -15,219 shares

    0.1% of the 13F portfolio, value $1,339,349.

    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 32,924 shares
    Change vs previous 13F -4,731 shares

    0.15% of the 13F portfolio, value $2,314,000.

    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 37,655 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $2,939,000.

    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).