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WCG Wealth Advisors LLC: NUSC position timeline

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

WCG Wealth Advisors LLC held 237,572 NUSC 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 237,572 shares
    Change vs previous 13F +15,571 shares

    0.29% of the 13F portfolio, value $12,382,230.

    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 222,001 shares
    Change vs previous 13F +387 shares

    0.28% of the 13F portfolio, value $10,003,328.

    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 221,614 shares
    Change vs previous 13F +178,623 shares

    0.28% of the 13F portfolio, value $9,895,077.

    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 42,991 shares
    Change vs previous 13F -141,575 shares

    0.12% of the 13F portfolio, value $1,895,921.

    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 184,566 shares
    Change vs previous 13F +14,571 shares

    0.49% of the 13F portfolio, value $7,519,236.

    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 169,995 shares
    Change vs previous 13F -5,759 shares

    0.5% of the 13F portfolio, value $6,517,602.

    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 175,754 shares
    Change vs previous 13F +9,935 shares

    0.49% of the 13F portfolio, value $7,361,000.

    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 165,819 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $7,104,000.

    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).