Skip to content
Disclosery

WCG Wealth Advisors LLC: IVE position timeline

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

WCG Wealth Advisors LLC held 45,065 IVE 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 45,065 shares
    Change vs previous 13F -20,626 shares

    0.24% of the 13F portfolio, value $10,232,533.

    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 65,691 shares
    Change vs previous 13F +13,316 shares

    0.39% of the 13F portfolio, value $13,871,222.

    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 52,375 shares
    Change vs previous 13F +13,509 shares

    0.31% of the 13F portfolio, value $11,108,675.

    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 38,866 shares
    Change vs previous 13F +588 shares

    0.5% of the 13F portfolio, value $8,026,126.

    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 38,278 shares
    Change vs previous 13F +1,059 shares

    0.48% of the 13F portfolio, value $7,480,306.

    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 37,219 shares
    Change vs previous 13F +10,452 shares

    0.54% of the 13F portfolio, value $7,093,261.

    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 26,767 shares
    Change vs previous 13F +592 shares

    0.34% of the 13F portfolio, value $5,110,000.

    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 26,175 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $5,161,000.

    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).