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Disclosery

WCG Wealth Advisors LLC: IJR position timeline

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

WCG Wealth Advisors LLC held 40,129 IJR 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 40,129 shares
    Change vs previous 13F +989 shares

    0.14% of the 13F portfolio, value $5,951,502.

    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 39,140 shares
    Change vs previous 13F +3,887 shares

    0.14% of the 13F portfolio, value $4,865,530.

    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 35,253 shares
    Change vs previous 13F +16,623 shares

    0.12% of the 13F portfolio, value $4,236,703.

    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 18,630 shares
    Change vs previous 13F +53 shares

    0.14% of the 13F portfolio, value $2,213,809.

    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 18,577 shares
    Change vs previous 13F -788 shares

    0.13% of the 13F portfolio, value $2,030,255.

    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 19,365 shares
    Change vs previous 13F -2,003 shares

    0.15% of the 13F portfolio, value $2,025,012.

    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 21,368 shares
    Change vs previous 13F +47 shares

    0.16% of the 13F portfolio, value $2,462,000.

    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 21,321 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $2,494,000.

    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).