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Disclosery

WCG Wealth Advisors LLC: IJH position timeline

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

WCG Wealth Advisors LLC held 77,533 IJH 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 77,533 shares
    Change vs previous 13F +4,960 shares

    0.14% of the 13F portfolio, value $5,978,539.

    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 72,573 shares
    Change vs previous 13F +5,625 shares

    0.14% of the 13F portfolio, value $4,900,863.

    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 66,948 shares
    Change vs previous 13F +27,043 shares

    0.12% of the 13F portfolio, value $4,418,583.

    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 39,905 shares
    Change vs previous 13F -224 shares

    0.16% of the 13F portfolio, value $2,604,175.

    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 40,129 shares
    Change vs previous 13F -296 shares

    0.16% of the 13F portfolio, value $2,488,834.

    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 40,425 shares
    Change vs previous 13F -27,489 shares

    0.18% of the 13F portfolio, value $2,358,810.

    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 67,914 shares
    Change vs previous 13F -2,210 shares

    0.28% of the 13F portfolio, value $4,232,000.

    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 70,124 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $4,370,000.

    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).