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WCG Wealth Advisors LLC: PRF position timeline

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

WCG Wealth Advisors LLC held 622,011 PRF 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 622,011 shares
    Change vs previous 13F +546,048 shares

    0.8% of the 13F portfolio, value $33,607,251.

    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 75,963 shares
    Change vs previous 13F -4,589 shares

    0.1% of the 13F portfolio, value $3,610,509.

    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 80,552 shares
    Change vs previous 13F +7,673 shares

    0.11% of the 13F portfolio, value $3,774,748.

    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 72,879 shares
    Change vs previous 13F +89 shares

    0.21% of the 13F portfolio, value $3,294,863.

    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 72,790 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $3,076,831.

    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).