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WCG Wealth Advisors LLC: SLYG position timeline

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

WCG Wealth Advisors LLC held 403,762 SLYG 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 403,762 shares
    Change vs previous 13F -29,946 shares

    1.14% of the 13F portfolio, value $48,100,050.

    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 433,708 shares
    Change vs previous 13F +33,856 shares

    1.17% of the 13F portfolio, value $41,904,787.

    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 399,852 shares
    Change vs previous 13F +281,647 shares

    1.06% of the 13F portfolio, value $37,662,895.

    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 118,205 shares
    Change vs previous 13F -13,187 shares

    0.7% of the 13F portfolio, value $11,147,917.

    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 131,392 shares
    Change vs previous 13F +10,513 shares

    0.75% of the 13F portfolio, value $11,661,143.

    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 120,879 shares
    Change vs previous 13F -17,958 shares

    0.76% of the 13F portfolio, value $10,032,886.

    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 138,837 shares
    Change vs previous 13F +1,054 shares

    0.83% of the 13F portfolio, value $12,544,000.

    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 137,783 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $12,829,000.

    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).