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WCG Wealth Advisors LLC: NULG position timeline

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

WCG Wealth Advisors LLC held 70,682 NULG 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 70,682 shares
    Change vs previous 13F -4,052 shares

    0.2% of the 13F portfolio, value $8,273,956.

    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 74,734 shares
    Change vs previous 13F +1,513 shares

    0.19% of the 13F portfolio, value $6,796,286.

    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 73,221 shares
    Change vs previous 13F +58,000 shares

    0.2% of the 13F portfolio, value $7,161,024.

    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 15,221 shares
    Change vs previous 13F -31,469 shares

    0.09% of the 13F portfolio, value $1,513,745.

    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 46,690 shares
    Change vs previous 13F +14,594 shares

    0.28% of the 13F portfolio, value $4,386,535.

    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 32,096 shares
    Change vs previous 13F -2,485 shares

    0.19% of the 13F portfolio, value $2,512,446.

    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 34,581 shares
    Change vs previous 13F +881 shares

    0.2% of the 13F portfolio, value $2,968,000.

    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 33,700 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $2,785,000.

    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).