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WCG Wealth Advisors LLC: SMLF position timeline

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

WCG Wealth Advisors LLC held 152,433 SMLF 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 152,433 shares
    Change vs previous 13F +2,097 shares

    0.32% of the 13F portfolio, value $13,587,871.

    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 150,336 shares
    Change vs previous 13F +3,996 shares

    0.32% of the 13F portfolio, value $11,348,792.

    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 146,340 shares
    Change vs previous 13F +8,073 shares

    0.31% of the 13F portfolio, value $10,957,964.

    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 138,267 shares
    Change vs previous 13F +14,376 shares

    0.64% of the 13F portfolio, value $10,280,142.

    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 123,891 shares
    Change vs previous 13F +3,359 shares

    0.54% of the 13F portfolio, value $8,418,443.

    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 120,532 shares
    Change vs previous 13F +6,897 shares

    0.57% of the 13F portfolio, value $7,492,236.

    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 113,635 shares
    Change vs previous 13F +4,944 shares

    0.51% of the 13F portfolio, value $7,671,000.

    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 108,691 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $7,212,000.

    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).