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WCG Wealth Advisors LLC: NUDM position timeline

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

WCG Wealth Advisors LLC held 415,013 NUDM 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 415,013 shares
    Change vs previous 13F +41,317 shares

    0.39% of the 13F portfolio, value $16,608,815.

    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 373,696 shares
    Change vs previous 13F +4,563 shares

    0.38% of the 13F portfolio, value $13,494,133.

    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 369,133 shares
    Change vs previous 13F +300,795 shares

    0.37% of the 13F portfolio, value $13,366,282.

    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 68,338 shares
    Change vs previous 13F -151,141 shares

    0.16% of the 13F portfolio, value $2,570,885.

    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 219,479 shares
    Change vs previous 13F -100,581 shares

    0.5% of the 13F portfolio, value $7,789,306.

    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 320,060 shares
    Change vs previous 13F -5,690 shares

    0.77% of the 13F portfolio, value $10,193,936.

    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 325,750 shares
    Change vs previous 13F +20,044 shares

    0.65% of the 13F portfolio, value $9,792,000.

    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 305,706 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $10,288,000.

    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).