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Disclosery

WCG Wealth Advisors LLC: RDIV position timeline

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

WCG Wealth Advisors LLC held 33,908 RDIV 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 33,908 shares
    Change vs previous 13F -5,732 shares

    0.05% of the 13F portfolio, value $1,966,666.

    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 39,640 shares
    Change vs previous 13F -1,216 shares

    0.06% of the 13F portfolio, value $2,206,388.

    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 40,856 shares
    Change vs previous 13F +22,257 shares

    0.06% of the 13F portfolio, value $2,126,136.

    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 18,599 shares
    Change vs previous 13F -6,688 shares

    0.06% of the 13F portfolio, value $969,383.

    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 25,287 shares
    Change vs previous 13F +253 shares

    0.08% of the 13F portfolio, value $1,209,990.

    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 25,034 shares
    Change vs previous 13F -3,021 shares

    0.09% of the 13F portfolio, value $1,222,135.

    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 28,055 shares
    Change vs previous 13F +11 shares

    0.09% of the 13F portfolio, value $1,354,000.

    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 28,044 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,400,000.

    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).