Skip to content
Disclosery

WCG Wealth Advisors LLC: JPLD position timeline

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

WCG Wealth Advisors LLC held 19,246 JPLD 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 19,246 shares
    Change vs previous 13F +186 shares

    0.02% of the 13F portfolio, value $1,004,438.

    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 19,060 shares
    Change vs previous 13F +3,961 shares

    0.03% of the 13F portfolio, value $994,733.

    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 15,099 shares
    Change vs previous 13F +1,515 shares

    0.02% of the 13F portfolio, value $790,247.

    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 13,584 shares
    Change vs previous 13F +1,656 shares

    0.04% of the 13F portfolio, value $712,824.

    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 11,928 shares
    Change vs previous 13F -81 shares

    0.04% of the 13F portfolio, value $622,982.

    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 12,009 shares
    Change vs previous 13F +1,237 shares

    0.05% of the 13F portfolio, value $624,484.

    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 10,772 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $555,000.

    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).