Skip to content
Disclosery

WCG Wealth Advisors LLC: SDVY position timeline

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

WCG Wealth Advisors LLC held 46,618 SDVY 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 46,618 shares
    Change vs previous 13F +10,751 shares

    0.05% of the 13F portfolio, value $2,011,086.

    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 35,867 shares
    Change vs previous 13F +2,608 shares

    0.04% of the 13F portfolio, value $1,414,239.

    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 33,259 shares
    Change vs previous 13F +7,768 shares

    0.04% of the 13F portfolio, value $1,274,509.

    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 25,491 shares
    Change vs previous 13F -109,954 shares

    0.06% of the 13F portfolio, value $969,152.

    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 135,445 shares
    Change vs previous 13F +11,866 shares

    0.31% of the 13F portfolio, value $4,778,491.

    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 123,579 shares
    Change vs previous 13F +109,465 shares

    0.31% of the 13F portfolio, value $4,139,972.

    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 14,114 shares
    Change vs previous 13F -9,666 shares

    0.03% of the 13F portfolio, value $506,000.

    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 23,780 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $865,000.

    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).