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WCG Wealth Advisors LLC: QYLD position timeline

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

WCG Wealth Advisors LLC held 156,235 QYLD 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 156,235 shares
    Change vs previous 13F -14,902 shares

    0.07% of the 13F portfolio, value $2,879,407.

    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 171,137 shares
    Change vs previous 13F +9,956 shares

    0.08% of the 13F portfolio, value $2,934,995.

    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 161,181 shares
    Change vs previous 13F +34,202 shares

    0.08% of the 13F portfolio, value $2,848,074.

    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 126,979 shares
    Change vs previous 13F -184 shares

    0.14% of the 13F portfolio, value $2,159,915.

    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 127,163 shares
    Change vs previous 13F -4,874 shares

    0.14% of the 13F portfolio, value $2,126,175.

    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 132,037 shares
    Change vs previous 13F +27,084 shares

    0.17% of the 13F portfolio, value $2,195,779.

    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 104,953 shares
    Change vs previous 13F +11,138 shares

    0.13% of the 13F portfolio, value $1,912,000.

    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 93,815 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,692,000.

    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).