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Disclosery

WCG Wealth Advisors LLC: SNPE position timeline

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

WCG Wealth Advisors LLC held 792,172 SNPE 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 792,172 shares
    Change vs previous 13F -166,062 shares

    1.29% of the 13F portfolio, value $54,548,949.

    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 958,234 shares
    Change vs previous 13F -3,472 shares

    1.6% of the 13F portfolio, value $57,062,818.

    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 961,706 shares
    Change vs previous 13F +716,875 shares

    1.68% of the 13F portfolio, value $60,058,560.

    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 244,831 shares
    Change vs previous 13F -306,455 shares

    0.92% of the 13F portfolio, value $14,697,233.

    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 551,286 shares
    Change vs previous 13F +181,689 shares

    1.97% of the 13F portfolio, value $30,486,149.

    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 369,597 shares
    Change vs previous 13F -78,886 shares

    1.42% of the 13F portfolio, value $18,638,790.

    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 448,483 shares
    Change vs previous 13F -5,332 shares

    1.58% of the 13F portfolio, value $23,891,000.

    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 453,815 shares
    Change vs previous 13F not available

    1.61% of the 13F portfolio, value $23,862,000.

    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).