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Disclosery

WCG Wealth Advisors LLC: MBB position timeline

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

WCG Wealth Advisors LLC held 51,021 MBB 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 51,021 shares
    Change vs previous 13F +1,304 shares

    0.11% of the 13F portfolio, value $4,822,489.

    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 49,717 shares
    Change vs previous 13F +1,921 shares

    0.13% of the 13F portfolio, value $4,720,711.

    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 47,796 shares
    Change vs previous 13F -605 shares

    0.13% of the 13F portfolio, value $4,551,225.

    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 48,401 shares
    Change vs previous 13F -1,438 shares

    0.29% of the 13F portfolio, value $4,605,339.

    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 49,839 shares
    Change vs previous 13F -973 shares

    0.3% of the 13F portfolio, value $4,679,425.

    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 50,812 shares
    Change vs previous 13F -14,447 shares

    0.36% of the 13F portfolio, value $4,765,149.

    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 65,259 shares
    Change vs previous 13F +2,490 shares

    0.4% of the 13F portfolio, value $5,984,000.

    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 62,769 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $6,014,000.

    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).