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
- period ended2026-06-3013F 115,275 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 99,919 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 100,431 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 48,954 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 39,321 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F/A 32,846 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 30,903 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 29,571 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).