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WCG Wealth Advisors LLC: MUNI position timeline

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

WCG Wealth Advisors LLC held 1,359,631 MUNI 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 1,359,631 shares
    Change vs previous 13F +396,852 shares

    1.7% of the 13F portfolio, value $71,516,605.

    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 962,779 shares
    Change vs previous 13F +98,234 shares

    1.41% of the 13F portfolio, value $50,247,457.

    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 864,545 shares
    Change vs previous 13F +611,375 shares

    1.27% of the 13F portfolio, value $45,311,171.

    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 253,170 shares
    Change vs previous 13F -74,306 shares

    0.83% of the 13F portfolio, value $13,235,748.

    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 327,476 shares
    Change vs previous 13F -88,385 shares

    1.09% of the 13F portfolio, value $16,819,135.

    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 415,861 shares
    Change vs previous 13F -56,174 shares

    1.63% of the 13F portfolio, value $21,437,648.

    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 472,035 shares
    Change vs previous 13F +4,659 shares

    1.61% of the 13F portfolio, value $24,418,000.

    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 467,376 shares
    Change vs previous 13F not available

    1.67% of the 13F portfolio, value $24,762,000.

    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).