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WCG Wealth Advisors LLC: LQDA position timeline

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

WCG Wealth Advisors LLC held 33,655 LQDA 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 33,655 shares
    Change vs previous 13F -18,246 shares

    0.06% of the 13F portfolio, value $2,683,304.

    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 51,901 shares
    Change vs previous 13F -2,510 shares

    0.05% of the 13F portfolio, value $1,958,746.

    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 54,411 shares
    Change vs previous 13F +26,957 shares

    0.05% of the 13F portfolio, value $1,876,629.

    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 27,454 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $624,298.

    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).