WCG Wealth Advisors LLC: QGRO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WCG Wealth Advisors LLC on QGRO, newest first. How the timeline and the estimate are built.
WCG Wealth Advisors LLC held 14,150 QGRO shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 14,150 sharesChange vs previous 13F -22 shares
0.04% of the 13F portfolio, value $1,670,369.
13F-HR 0001855713-26-000006 filed by WCG Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 14,172 sharesChange vs previous 13F +28 shares
0.04% of the 13F portfolio, value $1,488,449.
13F-HR 0001855713-26-000004 filed by WCG Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 14,144 sharesChange vs previous 13F -15 shares
0.05% of the 13F portfolio, value $1,619,805.
13F-HR 0001855713-26-000003 filed by WCG Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 14,159 sharesChange vs previous 13F -36 shares
0.1% of the 13F portfolio, value $1,619,815.
13F-HR 0001855713-25-000008 filed by WCG Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 14,195 sharesChange vs previous 13F +290 shares
0.1% of the 13F portfolio, value $1,548,992.
13F-HR 0001855713-25-000007 filed by WCG Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F/A 13,905 sharesChange vs previous 13F +228 shares
0.1% of the 13F portfolio, value $1,302,438.
13F-HR/A 0001855713-25-000005 filed by WCG Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 13,677 sharesChange vs previous 13F -3,459 shares
0.09% of the 13F portfolio, value $1,364,000.
13F-HR 0001855713-25-000003 filed by WCG Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 17,136 sharesChange vs previous 13F not available
0.11% of the 13F portfolio, value $1,560,000.
13F-HR 0001855713-24-000007 filed by WCG Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).