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WCG Wealth Advisors LLC: PULS position timeline

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

WCG Wealth Advisors LLC held 41,665 PULS 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 41,665 shares
    Change vs previous 13F +7,108 shares

    0.05% of the 13F portfolio, value $2,064,496.

    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 34,557 shares
    Change vs previous 13F +3,924 shares

    0.05% of the 13F portfolio, value $1,710,594.

    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 30,633 shares
    Change vs previous 13F +3,323 shares

    0.04% of the 13F portfolio, value $1,519,116.

    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 27,310 shares
    Change vs previous 13F +1,820 shares

    0.09% of the 13F portfolio, value $1,360,858.

    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 25,490 shares
    Change vs previous 13F -2,796 shares

    0.08% of the 13F portfolio, value $1,268,377.

    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 28,286 shares
    Change vs previous 13F -138,059 shares

    0.11% of the 13F portfolio, value $1,406,649.

    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 166,345 shares
    Change vs previous 13F +36,262 shares

    0.54% of the 13F portfolio, value $8,242,000.

    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 130,083 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $6,476,000.

    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).