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WCG Wealth Advisors LLC: SPYM position timeline

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

WCG Wealth Advisors LLC held 1,069,193 SPYM 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 1,069,193 shares
    Change vs previous 13F -89,908 shares

    2.23% of the 13F portfolio, value $93,960,653.

    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 1,159,101 shares
    Change vs previous 13F +46,600 shares

    2.48% of the 13F portfolio, value $88,717,526.

    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 1,112,501 shares
    Change vs previous 13F +801,849 shares

    2.5% of the 13F portfolio, value $89,245,246.

    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 310,652 shares
    Change vs previous 13F -38,376 shares

    1.53% of the 13F portfolio, value $24,336,439.

    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 349,028 shares
    Change vs previous 13F +39,504 shares

    1.64% of the 13F portfolio, value $25,370,844.

    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 309,524 shares
    Change vs previous 13F -58,957 shares

    1.55% of the 13F portfolio, value $20,354,262.

    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 368,481 shares
    Change vs previous 13F +2,359 shares

    1.68% of the 13F portfolio, value $25,403,000.

    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 366,122 shares
    Change vs previous 13F not available

    1.67% of the 13F portfolio, value $24,717,000.

    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).