Skip to content
Disclosery

WCG Wealth Advisors LLC: QQQM position timeline

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

WCG Wealth Advisors LLC held 19,831 QQQM 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 19,831 shares
    Change vs previous 13F -1,379 shares

    0.14% of the 13F portfolio, value $6,008,205.

    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 21,210 shares
    Change vs previous 13F +1,519 shares

    0.14% of the 13F portfolio, value $5,039,841.

    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 19,691 shares
    Change vs previous 13F +1,592 shares

    0.14% of the 13F portfolio, value $4,979,318.

    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 18,099 shares
    Change vs previous 13F -17 shares

    0.28% of the 13F portfolio, value $4,472,504.

    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 18,116 shares
    Change vs previous 13F -2,330 shares

    0.27% of the 13F portfolio, value $4,114,142.

    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 20,446 shares
    Change vs previous 13F -326 shares

    0.3% of the 13F portfolio, value $3,946,449.

    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 20,772 shares
    Change vs previous 13F -8,303 shares

    0.29% of the 13F portfolio, value $4,371,000.

    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 29,075 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $5,840,000.

    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).