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Disclosery

WCG Wealth Advisors LLC: IVW position timeline

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

WCG Wealth Advisors LLC held 112,481 IVW 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 112,481 shares
    Change vs previous 13F -2,400 shares

    0.37% of the 13F portfolio, value $15,469,446.

    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 114,881 shares
    Change vs previous 13F +10,292 shares

    0.36% of the 13F portfolio, value $12,994,970.

    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 104,589 shares
    Change vs previous 13F -14,339 shares

    0.36% of the 13F portfolio, value $12,892,785.

    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 118,928 shares
    Change vs previous 13F -1 shares

    0.9% of the 13F portfolio, value $14,356,992.

    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 118,929 shares
    Change vs previous 13F +4,787 shares

    0.85% of the 13F portfolio, value $13,094,286.

    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 114,142 shares
    Change vs previous 13F -5,235 shares

    0.81% of the 13F portfolio, value $10,596,734.

    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 119,377 shares
    Change vs previous 13F +746 shares

    0.8% of the 13F portfolio, value $12,120,000.

    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 118,631 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $11,359,000.

    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).