Skip to content
Disclosery

WCG Wealth Advisors LLC: SPTM position timeline

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

WCG Wealth Advisors LLC held 33,832 SPTM 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 33,832 shares
    Change vs previous 13F +319 shares

    0.07% of the 13F portfolio, value $3,071,626.

    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 33,513 shares
    Change vs previous 13F +1,402 shares

    0.07% of the 13F portfolio, value $2,649,510.

    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 32,111 shares
    Change vs previous 13F +618 shares

    0.07% of the 13F portfolio, value $2,647,591.

    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 31,493 shares
    Change vs previous 13F -126 shares

    0.16% of the 13F portfolio, value $2,539,925.

    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 31,619 shares
    Change vs previous 13F +13,965 shares

    0.15% of the 13F portfolio, value $2,367,982.

    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 17,654 shares
    Change vs previous 13F -18 shares

    0.09% of the 13F portfolio, value $1,200,654.

    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 17,672 shares
    Change vs previous 13F -1,588 shares

    0.08% of the 13F portfolio, value $1,262,000.

    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 19,260 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,349,000.

    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).