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WCG Wealth Advisors LLC: PWRD position timeline

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

WCG Wealth Advisors LLC held 339,471 PWRD 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 339,471 shares
    Change vs previous 13F -24,427 shares

    0.99% of the 13F portfolio, value $41,741,337.

    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 363,898 shares
    Change vs previous 13F +4,059 shares

    1% of the 13F portfolio, value $35,576,789.

    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 359,839 shares
    Change vs previous 13F +236,974 shares

    0.97% of the 13F portfolio, value $34,601,043.

    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 122,865 shares
    Change vs previous 13F -35,824 shares

    0.75% of the 13F portfolio, value $12,002,749.

    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 158,689 shares
    Change vs previous 13F not available

    0.93% of the 13F portfolio, value $14,308,965.

    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).