Skip to content
Disclosery

WCG Wealth Advisors LLC: SNY position timeline

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

WCG Wealth Advisors LLC held 11,990 SNY 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 11,990 shares
    Change vs previous 13F -90,954 shares

    0.01% of the 13F portfolio, value $511,477.

    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 102,944 shares
    Change vs previous 13F +41,689 shares

    0.14% of the 13F portfolio, value $4,959,843.

    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 61,255 shares
    Change vs previous 13F +34,931 shares

    0.08% of the 13F portfolio, value $2,968,504.

    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 26,324 shares
    Change vs previous 13F -16,227 shares

    0.08% of the 13F portfolio, value $1,242,481.

    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 42,551 shares
    Change vs previous 13F +8,970 shares

    0.13% of the 13F portfolio, value $2,055,649.

    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 33,581 shares
    Change vs previous 13F -2,453 shares

    0.14% of the 13F portfolio, value $1,862,390.

    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 36,034 shares
    Change vs previous 13F +1,578 shares

    0.11% of the 13F portfolio, value $1,738,000.

    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 34,456 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,986,000.

    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).