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WCG Wealth Advisors LLC: RODM position timeline

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

WCG Wealth Advisors LLC held 1,773,405 RODM 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 1,773,405 shares
    Change vs previous 13F +39,489 shares

    1.7% of the 13F portfolio, value $71,663,224.

    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 1,733,916 shares
    Change vs previous 13F +35,061 shares

    1.91% of the 13F portfolio, value $68,350,997.

    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 1,698,855 shares
    Change vs previous 13F +1,090,433 shares

    1.76% of the 13F portfolio, value $62,817,035.

    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 608,422 shares
    Change vs previous 13F -69,736 shares

    1.36% of the 13F portfolio, value $21,614,189.

    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 678,158 shares
    Change vs previous 13F -15,260 shares

    1.5% of the 13F portfolio, value $23,125,226.

    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 693,418 shares
    Change vs previous 13F -111,808 shares

    1.63% of the 13F portfolio, value $21,489,051.

    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 805,226 shares
    Change vs previous 13F +7,560 shares

    1.51% of the 13F portfolio, value $22,885,000.

    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 797,666 shares
    Change vs previous 13F not available

    1.64% of the 13F portfolio, value $24,330,000.

    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).