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Disclosery

WCG Wealth Advisors LLC: IUSB position timeline

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

WCG Wealth Advisors LLC held 461,103 IUSB 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 461,103 shares
    Change vs previous 13F +95,080 shares

    0.5% of the 13F portfolio, value $21,279,887.

    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 366,023 shares
    Change vs previous 13F -2,669 shares

    0.47% of the 13F portfolio, value $16,907,041.

    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 368,692 shares
    Change vs previous 13F -60,032 shares

    0.48% of the 13F portfolio, value $17,159,574.

    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 428,724 shares
    Change vs previous 13F +5,450 shares

    1.26% of the 13F portfolio, value $20,025,696.

    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 423,274 shares
    Change vs previous 13F +11,699 shares

    1.27% of the 13F portfolio, value $19,568,193.

    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 411,575 shares
    Change vs previous 13F -67,246 shares

    1.44% of the 13F portfolio, value $18,963,971.

    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 478,821 shares
    Change vs previous 13F +20,380 shares

    1.43% of the 13F portfolio, value $21,646,000.

    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 458,441 shares
    Change vs previous 13F not available

    1.46% of the 13F portfolio, value $21,602,000.

    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).