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Disclosery

WCG Wealth Advisors LLC: JPST position timeline

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

WCG Wealth Advisors LLC held 518,316 JPST 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 518,316 shares
    Change vs previous 13F +66,786 shares

    0.62% of the 13F portfolio, value $26,211,250.

    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 451,530 shares
    Change vs previous 13F -230,660 shares

    0.64% of the 13F portfolio, value $22,851,902.

    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 682,190 shares
    Change vs previous 13F +427,838 shares

    0.97% of the 13F portfolio, value $34,512,640.

    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 254,352 shares
    Change vs previous 13F -35,252 shares

    0.81% of the 13F portfolio, value $12,903,255.

    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 289,604 shares
    Change vs previous 13F +66,337 shares

    0.95% of the 13F portfolio, value $14,677,110.

    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 223,267 shares
    Change vs previous 13F -34,151 shares

    0.86% of the 13F portfolio, value $11,303,988.

    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 257,418 shares
    Change vs previous 13F +20,810 shares

    0.86% of the 13F portfolio, value $12,966,000.

    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 236,608 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $12,005,000.

    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).