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Disclosery

WCG Wealth Advisors LLC: IEI position timeline

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

WCG Wealth Advisors LLC held 28,709 IEI 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 28,709 shares
    Change vs previous 13F -79,557 shares

    0.08% of the 13F portfolio, value $3,371,875.

    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 108,266 shares
    Change vs previous 13F -252,718 shares

    0.36% of the 13F portfolio, value $12,840,287.

    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 360,984 shares
    Change vs previous 13F +242,303 shares

    1.21% of the 13F portfolio, value $43,083,949.

    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 118,681 shares
    Change vs previous 13F -8,373 shares

    0.89% of the 13F portfolio, value $14,183,580.

    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 127,054 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $15,130,789.

    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).