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WCG Wealth Advisors LLC: MDYV position timeline

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

WCG Wealth Advisors LLC held 251,674 MDYV 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 251,674 shares
    Change vs previous 13F +2,912 shares

    0.57% of the 13F portfolio, value $23,871,196.

    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 248,762 shares
    Change vs previous 13F +7,942 shares

    0.59% of the 13F portfolio, value $21,181,991.

    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 240,820 shares
    Change vs previous 13F +157,062 shares

    0.57% of the 13F portfolio, value $20,385,923.

    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 83,758 shares
    Change vs previous 13F -8,652 shares

    0.44% of the 13F portfolio, value $6,986,237.

    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 92,410 shares
    Change vs previous 13F +3,705 shares

    0.47% of the 13F portfolio, value $7,340,113.

    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 88,705 shares
    Change vs previous 13F -11,519 shares

    0.52% of the 13F portfolio, value $6,834,684.

    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 100,224 shares
    Change vs previous 13F +452 shares

    0.53% of the 13F portfolio, value $8,038,000.

    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 99,772 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $7,928,000.

    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).