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WCG Wealth Advisors LLC: SPHY position timeline

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

WCG Wealth Advisors LLC held 506,929 SPHY 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 506,929 shares
    Change vs previous 13F +87,123 shares

    0.28% of the 13F portfolio, value $11,882,402.

    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 419,806 shares
    Change vs previous 13F +22,098 shares

    0.27% of the 13F portfolio, value $9,789,879.

    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 397,708 shares
    Change vs previous 13F +338,612 shares

    0.26% of the 13F portfolio, value $9,413,747.

    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 59,096 shares
    Change vs previous 13F +5,127 shares

    0.09% of the 13F portfolio, value $1,414,763.

    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 53,969 shares
    Change vs previous 13F -3,076 shares

    0.08% of the 13F portfolio, value $1,284,468.

    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 57,045 shares
    Change vs previous 13F +6,449 shares

    0.1% of the 13F portfolio, value $1,335,988.

    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 50,596 shares
    Change vs previous 13F -181 shares

    0.08% of the 13F portfolio, value $1,187,000.

    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 50,777 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,221,000.

    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).