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Disclosery

WCG Wealth Advisors LLC: SPY position timeline

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

WCG Wealth Advisors LLC held 50,207 SPY 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 50,207 shares
    Change vs previous 13F +21,927 shares

    0.89% of the 13F portfolio, value $37,493,295.

    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 28,280 shares
    Change vs previous 13F -50,016 shares

    0.51% of the 13F portfolio, value $18,391,292.

    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 78,296 shares
    Change vs previous 13F +57,460 shares

    1.5% of the 13F portfolio, value $53,391,576.

    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 20,836 shares
    Change vs previous 13F -821 shares

    0.87% of the 13F portfolio, value $13,880,835.

    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 21,657 shares
    Change vs previous 13F +5,558 shares

    0.87% of the 13F portfolio, value $13,380,569.

    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 16,099 shares
    Change vs previous 13F -8,625 shares

    0.68% of the 13F portfolio, value $9,005,808.

    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 24,724 shares
    Change vs previous 13F -2,138 shares

    0.96% of the 13F portfolio, value $14,491,000.

    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 26,862 shares
    Change vs previous 13F not available

    1.04% of the 13F portfolio, value $15,413,000.

    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).