Skip to content

WCG Wealth Advisors LLC: MINT position timeline

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

WCG Wealth Advisors LLC held 62,545 MINT 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 62,545 shares
    Change vs previous 13F +416 shares

    0.15% of the 13F portfolio, value $6,305,135.

    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 62,129 shares
    Change vs previous 13F +6,844 shares

    0.17% of the 13F portfolio, value $6,248,320.

    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 55,285 shares
    Change vs previous 13F +42,455 shares

    0.16% of the 13F portfolio, value $5,547,318.

    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 12,830 shares
    Change vs previous 13F -151 shares

    0.08% of the 13F portfolio, value $1,291,854.

    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 12,981 shares
    Change vs previous 13F -1,514 shares

    0.08% of the 13F portfolio, value $1,305,044.

    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 14,495 shares
    Change vs previous 13F -1,072 shares

    0.11% of the 13F portfolio, value $1,458,489.

    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 15,567 shares
    Change vs previous 13F -176 shares

    0.1% of the 13F portfolio, value $1,562,000.

    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 15,743 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,585,000.

    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).