Skip to content
Disclosery

WCG Wealth Advisors LLC: OMFL position timeline

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

WCG Wealth Advisors LLC held 85,442 OMFL 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 85,442 shares
    Change vs previous 13F -3,923 shares

    0.14% of the 13F portfolio, value $5,856,210.

    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 89,365 shares
    Change vs previous 13F -18,454 shares

    0.15% of the 13F portfolio, value $5,372,606.

    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 107,819 shares
    Change vs previous 13F +76,998 shares

    0.18% of the 13F portfolio, value $6,590,969.

    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 30,821 shares
    Change vs previous 13F -4,223 shares

    0.12% of the 13F portfolio, value $1,857,253.

    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 35,044 shares
    Change vs previous 13F -4,367 shares

    0.13% of the 13F portfolio, value $2,024,817.

    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 39,411 shares
    Change vs previous 13F -20,429 shares

    0.16% of the 13F portfolio, value $2,100,998.

    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 59,840 shares
    Change vs previous 13F -4,922 shares

    0.21% of the 13F portfolio, value $3,245,000.

    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 64,762 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $3,432,000.

    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).