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WCG Wealth Advisors LLC: JGRO position timeline

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

WCG Wealth Advisors LLC held 67,678 JGRO 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 67,678 shares
    Change vs previous 13F -7,176 shares

    0.16% of the 13F portfolio, value $6,672,388.

    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 74,854 shares
    Change vs previous 13F -2,508 shares

    0.18% of the 13F portfolio, value $6,326,686.

    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 77,362 shares
    Change vs previous 13F -12,644 shares

    0.2% of the 13F portfolio, value $7,179,228.

    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 90,006 shares
    Change vs previous 13F -288,406 shares

    0.53% of the 13F portfolio, value $8,438,081.

    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 378,412 shares
    Change vs previous 13F +17,127 shares

    2.11% of the 13F portfolio, value $32,569,908.

    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 361,285 shares
    Change vs previous 13F +66,940 shares

    2.03% of the 13F portfolio, value $26,659,219.

    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 294,345 shares
    Change vs previous 13F +173,658 shares

    1.58% of the 13F portfolio, value $23,851,000.

    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 120,687 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $9,278,000.

    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).