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WCG Wealth Advisors LLC: PYLD position timeline

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

WCG Wealth Advisors LLC held 5,410,406 PYLD 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 5,410,406 shares
    Change vs previous 13F +2,010,159 shares

    3.4% of the 13F portfolio, value $143,483,935.

    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 3,400,247 shares
    Change vs previous 13F -85,927 shares

    2.49% of the 13F portfolio, value $89,086,456.

    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 3,486,174 shares
    Change vs previous 13F +2,382,880 shares

    2.61% of the 13F portfolio, value $93,012,700.

    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 1,103,294 shares
    Change vs previous 13F -107,538 shares

    1.86% of the 13F portfolio, value $29,612,422.

    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 1,210,832 shares
    Change vs previous 13F +317,351 shares

    2.08% of the 13F portfolio, value $32,135,481.

    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 893,481 shares
    Change vs previous 13F -96,443 shares

    1.79% of the 13F portfolio, value $23,543,216.

    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 989,924 shares
    Change vs previous 13F +97,738 shares

    1.7% of the 13F portfolio, value $25,659,000.

    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 892,186 shares
    Change vs previous 13F not available

    1.61% of the 13F portfolio, value $23,777,000.

    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).