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Disclosery

WCG Wealth Advisors LLC: MSIF position timeline

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

WCG Wealth Advisors LLC held 31,801 MSIF 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 31,801 shares
    Change vs previous 13F +5,318 shares

    0.01% of the 13F portfolio, value $367,942.

    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 26,483 shares
    Change vs previous 13F +2,441 shares

    0.01% of the 13F portfolio, value $322,568.

    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 24,042 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $315,912.

    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).