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
- period ended2026-06-3013F 62,545 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 62,129 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 55,285 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 12,830 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 12,981 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F/A 14,495 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 15,567 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 15,743 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).