Skip to content
Disclosery

WCG Wealth Advisors LLC: JAVA position timeline

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

WCG Wealth Advisors LLC held 70,588 JAVA 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 70,588 shares
    Change vs previous 13F -368,314 shares

    0.13% of the 13F portfolio, value $5,605,391.

    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 438,902 shares
    Change vs previous 13F +9,057 shares

    0.88% of the 13F portfolio, value $31,491,309.

    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 429,845 shares
    Change vs previous 13F -24,778 shares

    0.86% of the 13F portfolio, value $30,828,495.

    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 454,623 shares
    Change vs previous 13F +25,387 shares

    1.97% of the 13F portfolio, value $31,350,788.

    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 429,236 shares
    Change vs previous 13F +16,603 shares

    1.82% of the 13F portfolio, value $28,115,115.

    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 412,633 shares
    Change vs previous 13F +61,577 shares

    1.99% of the 13F portfolio, value $26,218,697.

    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 351,056 shares
    Change vs previous 13F +225,290 shares

    1.47% of the 13F portfolio, value $22,222,000.

    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 125,766 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $8,058,000.

    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).