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Disclosery

WCG Wealth Advisors LLC: SFLO position timeline

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

WCG Wealth Advisors LLC held 24,828 SFLO 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 24,828 shares
    Change vs previous 13F -5,934 shares

    0.02% of the 13F portfolio, value $849,128.

    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 30,762 shares
    Change vs previous 13F +3,380 shares

    0.03% of the 13F portfolio, value $923,787.

    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 27,382 shares
    Change vs previous 13F -1,694 shares

    0.02% of the 13F portfolio, value $807,363.

    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 29,076 shares
    Change vs previous 13F -1,567 shares

    0.05% of the 13F portfolio, value $846,397.

    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 30,643 shares
    Change vs previous 13F -1,769 shares

    0.05% of the 13F portfolio, value $803,140.

    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 32,412 shares
    Change vs previous 13F -92 shares

    0.06% of the 13F portfolio, value $795,055.

    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 32,504 shares
    Change vs previous 13F +761 shares

    0.06% of the 13F portfolio, value $867,000.

    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 31,743 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $850,000.

    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).