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WCG Wealth Advisors LLC: SPEM position timeline

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

WCG Wealth Advisors LLC held 1,032,371 SPEM 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 1,032,371 shares
    Change vs previous 13F +13,423 shares

    1.27% of the 13F portfolio, value $53,456,147.

    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 1,018,948 shares
    Change vs previous 13F +28,455 shares

    1.34% of the 13F portfolio, value $47,798,803.

    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 990,493 shares
    Change vs previous 13F +641,898 shares

    1.3% of the 13F portfolio, value $46,366,297.

    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 348,595 shares
    Change vs previous 13F -41,645 shares

    1.02% of the 13F portfolio, value $16,317,716.

    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 390,240 shares
    Change vs previous 13F +5,038 shares

    1.08% of the 13F portfolio, value $16,678,869.

    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 385,202 shares
    Change vs previous 13F -59,130 shares

    1.15% of the 13F portfolio, value $15,165,388.

    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 444,332 shares
    Change vs previous 13F +3,746 shares

    1.13% of the 13F portfolio, value $17,049,000.

    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 440,586 shares
    Change vs previous 13F not available

    1.23% of the 13F portfolio, value $18,187,000.

    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).