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Disclosery

WCG Wealth Advisors LLC: IQV position timeline

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

WCG Wealth Advisors LLC held 44,667 IQV 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 44,667 shares
    Change vs previous 13F +9,881 shares

    0.2% of the 13F portfolio, value $8,630,558.

    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 34,786 shares
    Change vs previous 13F +1,204 shares

    0.17% of the 13F portfolio, value $5,932,406.

    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 33,582 shares
    Change vs previous 13F +17,047 shares

    0.21% of the 13F portfolio, value $7,569,947.

    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 16,535 shares
    Change vs previous 13F -534 shares

    0.2% of the 13F portfolio, value $3,140,559.

    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 17,069 shares
    Change vs previous 13F +566 shares

    0.17% of the 13F portfolio, value $2,689,899.

    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 16,503 shares
    Change vs previous 13F -946 shares

    0.22% of the 13F portfolio, value $2,909,493.

    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 17,449 shares
    Change vs previous 13F +292 shares

    0.23% of the 13F portfolio, value $3,429,000.

    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 17,157 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $4,066,000.

    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).