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Disclosery

WCG Wealth Advisors LLC: PRFZ position timeline

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

WCG Wealth Advisors LLC held 634,759 PRFZ 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 634,759 shares
    Change vs previous 13F -5,696 shares

    0.84% of the 13F portfolio, value $35,400,431.

    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 640,455 shares
    Change vs previous 13F +12,596 shares

    0.82% of the 13F portfolio, value $29,377,599.

    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 627,859 shares
    Change vs previous 13F +399,995 shares

    0.81% of the 13F portfolio, value $28,813,188.

    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 227,864 shares
    Change vs previous 13F -26,687 shares

    0.65% of the 13F portfolio, value $10,349,588.

    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 254,551 shares
    Change vs previous 13F +94,200 shares

    0.67% of the 13F portfolio, value $10,352,558.

    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 160,351 shares
    Change vs previous 13F -27,594 shares

    0.46% of the 13F portfolio, value $6,070,917.

    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 187,945 shares
    Change vs previous 13F -2,152 shares

    0.52% of the 13F portfolio, value $7,820,000.

    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 190,097 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $7,899,000.

    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).