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WCG Wealth Advisors LLC: SPYI position timeline

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

WCG Wealth Advisors LLC held 50,401 SPYI 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 50,401 shares
    Change vs previous 13F +19,719 shares

    0.06% of the 13F portfolio, value $2,675,799.

    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 30,682 shares
    Change vs previous 13F +2,835 shares

    0.04% of the 13F portfolio, value $1,514,782.

    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 27,847 shares
    Change vs previous 13F +9,959 shares

    0.04% of the 13F portfolio, value $1,462,819.

    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 17,888 shares
    Change vs previous 13F +3,983 shares

    0.06% of the 13F portfolio, value $935,539.

    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 13,905 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $699,682.

    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).