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WCG Wealth Advisors LLC: SLYV position timeline

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

WCG Wealth Advisors LLC held 367,902 SLYV 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 367,902 shares
    Change vs previous 13F -12,744 shares

    0.95% of the 13F portfolio, value $40,141,626.

    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 380,646 shares
    Change vs previous 13F +10,447 shares

    1.01% of the 13F portfolio, value $36,001,444.

    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 370,199 shares
    Change vs previous 13F +238,253 shares

    0.94% of the 13F portfolio, value $33,677,960.

    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 131,946 shares
    Change vs previous 13F -14,225 shares

    0.73% of the 13F portfolio, value $11,697,051.

    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 146,171 shares
    Change vs previous 13F +17,755 shares

    0.75% of the 13F portfolio, value $11,658,565.

    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 128,416 shares
    Change vs previous 13F -19,151 shares

    0.77% of the 13F portfolio, value $10,067,819.

    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 147,567 shares
    Change vs previous 13F +1,206 shares

    0.85% of the 13F portfolio, value $12,875,000.

    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 146,361 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $12,707,000.

    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).