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WCG Wealth Advisors LLC: MFC position timeline

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

WCG Wealth Advisors LLC held 115,275 MFC 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 115,275 shares
    Change vs previous 13F +15,356 shares

    0.11% of the 13F portfolio, value $4,669,796.

    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 99,919 shares
    Change vs previous 13F -512 shares

    0.1% of the 13F portfolio, value $3,441,195.

    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 100,431 shares
    Change vs previous 13F +51,477 shares

    0.1% of the 13F portfolio, value $3,643,631.

    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 48,954 shares
    Change vs previous 13F +9,633 shares

    0.1% of the 13F portfolio, value $1,524,910.

    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 39,321 shares
    Change vs previous 13F +6,475 shares

    0.08% of the 13F portfolio, value $1,256,709.

    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 32,846 shares
    Change vs previous 13F +1,943 shares

    0.08% of the 13F portfolio, value $1,023,140.

    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 30,903 shares
    Change vs previous 13F +1,332 shares

    0.06% of the 13F portfolio, value $949,000.

    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 29,571 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $874,000.

    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).