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WCG Wealth Advisors LLC: SBUX position timeline

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

WCG Wealth Advisors LLC held 24,659 SBUX 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 24,659 shares
    Change vs previous 13F -45,454 shares

    0.06% of the 13F portfolio, value $2,519,917.

    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 70,113 shares
    Change vs previous 13F +2,515 shares

    0.18% of the 13F portfolio, value $6,281,448.

    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 67,598 shares
    Change vs previous 13F +34,476 shares

    0.16% of the 13F portfolio, value $5,692,504.

    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 33,122 shares
    Change vs previous 13F +215 shares

    0.18% of the 13F portfolio, value $2,802,086.

    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 32,907 shares
    Change vs previous 13F +851 shares

    0.2% of the 13F portfolio, value $3,015,242.

    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 32,056 shares
    Change vs previous 13F -2,864 shares

    0.24% of the 13F portfolio, value $3,144,375.

    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 34,920 shares
    Change vs previous 13F -2,034 shares

    0.21% of the 13F portfolio, value $3,186,000.

    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 36,954 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $3,603,000.

    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).