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Disclosery

WCG Wealth Advisors LLC: ITA position timeline

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

WCG Wealth Advisors LLC held 18,800 ITA 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 18,800 shares
    Change vs previous 13F -14,063 shares

    0.11% of the 13F portfolio, value $4,557,414.

    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 32,863 shares
    Change vs previous 13F -487 shares

    0.2% of the 13F portfolio, value $7,189,010.

    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 33,350 shares
    Change vs previous 13F +11,157 shares

    0.2% of the 13F portfolio, value $7,160,020.

    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 22,193 shares
    Change vs previous 13F +2,272 shares

    0.29% of the 13F portfolio, value $4,644,044.

    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 19,921 shares
    Change vs previous 13F -640 shares

    0.24% of the 13F portfolio, value $3,757,988.

    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 20,561 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $3,147,866.

    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).