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Disclosery

WCG Wealth Advisors LLC: SPTL position timeline

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

WCG Wealth Advisors LLC held 27,379 SPTL 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 27,379 shares
    Change vs previous 13F -4,475 shares

    0.02% of the 13F portfolio, value $718,139.

    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 31,854 shares
    Change vs previous 13F -1,295 shares

    0.02% of the 13F portfolio, value $837,751.

    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 33,149 shares
    Change vs previous 13F -80,561 shares

    0.02% of the 13F portfolio, value $876,609.

    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 113,710 shares
    Change vs previous 13F +551 shares

    0.19% of the 13F portfolio, value $3,064,473.

    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 113,159 shares
    Change vs previous 13F +29,699 shares

    0.19% of the 13F portfolio, value $3,007,777.

    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 83,460 shares
    Change vs previous 13F -313,200 shares

    0.17% of the 13F portfolio, value $2,275,130.

    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 396,660 shares
    Change vs previous 13F -167,488 shares

    0.69% of the 13F portfolio, value $10,389,000.

    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 564,148 shares
    Change vs previous 13F not available

    1.11% of the 13F portfolio, value $16,400,000.

    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).