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WCG Wealth Advisors LLC: SPLV position timeline

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

WCG Wealth Advisors LLC held 27,791 SPLV 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 27,791 shares
    Change vs previous 13F -13,039 shares

    0.05% of the 13F portfolio, value $2,081,568.

    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 40,830 shares
    Change vs previous 13F -5,231 shares

    0.08% of the 13F portfolio, value $2,986,278.

    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 46,061 shares
    Change vs previous 13F +11,723 shares

    0.09% of the 13F portfolio, value $3,289,698.

    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 34,338 shares
    Change vs previous 13F -1,020 shares

    0.16% of the 13F portfolio, value $2,523,161.

    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 35,358 shares
    Change vs previous 13F -2,080 shares

    0.17% of the 13F portfolio, value $2,574,799.

    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 37,438 shares
    Change vs previous 13F -2,035 shares

    0.21% of the 13F portfolio, value $2,797,337.

    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 39,473 shares
    Change vs previous 13F -1,019 shares

    0.18% of the 13F portfolio, value $2,763,000.

    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 40,492 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $2,904,000.

    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).