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WCG Wealth Advisors LLC: NUBD position timeline

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

WCG Wealth Advisors LLC held 539,366 NUBD 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 539,366 shares
    Change vs previous 13F -221,696 shares

    0.28% of the 13F portfolio, value $11,938,872.

    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 761,062 shares
    Change vs previous 13F +16,880 shares

    0.47% of the 13F portfolio, value $16,903,206.

    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 744,182 shares
    Change vs previous 13F +547,150 shares

    0.47% of the 13F portfolio, value $16,636,192.

    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 197,032 shares
    Change vs previous 13F -172,903 shares

    0.28% of the 13F portfolio, value $4,424,349.

    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 369,935 shares
    Change vs previous 13F +56,717 shares

    0.53% of the 13F portfolio, value $8,234,755.

    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 313,218 shares
    Change vs previous 13F +7,135 shares

    0.53% of the 13F portfolio, value $6,948,727.

    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 306,083 shares
    Change vs previous 13F +23,904 shares

    0.44% of the 13F portfolio, value $6,667,000.

    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 282,179 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $6,405,000.

    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).