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Disclosery

WCG Wealth Advisors LLC: NUMV position timeline

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

WCG Wealth Advisors LLC held 63,618 NUMV 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 63,618 shares
    Change vs previous 13F +6,268 shares

    0.07% of the 13F portfolio, value $2,766,714.

    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 57,350 shares
    Change vs previous 13F +1,239 shares

    0.06% of the 13F portfolio, value $2,223,438.

    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 56,111 shares
    Change vs previous 13F +45,028 shares

    0.06% of the 13F portfolio, value $2,193,943.

    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 11,083 shares
    Change vs previous 13F -24,627 shares

    0.03% of the 13F portfolio, value $428,807.

    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 35,710 shares
    Change vs previous 13F +261 shares

    0.08% of the 13F portfolio, value $1,287,366.

    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 35,449 shares
    Change vs previous 13F -5,286 shares

    0.09% of the 13F portfolio, value $1,212,704.

    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 40,735 shares
    Change vs previous 13F +721 shares

    0.09% of the 13F portfolio, value $1,418,000.

    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 40,014 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,474,000.

    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).