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Disclosery

WCG Wealth Advisors LLC: PM position timeline

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

WCG Wealth Advisors LLC held 61,672 PM 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 61,672 shares
    Change vs previous 13F -7,485 shares

    0.26% of the 13F portfolio, value $11,157,074.

    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 69,157 shares
    Change vs previous 13F +2,542 shares

    0.32% of the 13F portfolio, value $11,434,437.

    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 66,615 shares
    Change vs previous 13F +38,814 shares

    0.3% of the 13F portfolio, value $10,685,223.

    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 27,801 shares
    Change vs previous 13F -4,985 shares

    0.28% of the 13F portfolio, value $4,509,371.

    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 32,786 shares
    Change vs previous 13F +402 shares

    0.39% of the 13F portfolio, value $5,971,387.

    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 32,384 shares
    Change vs previous 13F -3,219 shares

    0.39% of the 13F portfolio, value $5,140,271.

    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 35,603 shares
    Change vs previous 13F +1,580 shares

    0.28% of the 13F portfolio, value $4,285,000.

    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 34,023 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $4,130,000.

    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).