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WCG Wealth Advisors LLC: SPYV position timeline

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

WCG Wealth Advisors LLC held 51,134 SPYV 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 51,134 shares
    Change vs previous 13F -9,146 shares

    0.07% of the 13F portfolio, value $3,108,437.

    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 60,280 shares
    Change vs previous 13F -16,067 shares

    0.1% of the 13F portfolio, value $3,410,651.

    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 76,347 shares
    Change vs previous 13F +23,193 shares

    0.12% of the 13F portfolio, value $4,337,245.

    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 53,154 shares
    Change vs previous 13F -1,118 shares

    0.18% of the 13F portfolio, value $2,941,038.

    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 54,272 shares
    Change vs previous 13F -1,906 shares

    0.18% of the 13F portfolio, value $2,840,621.

    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 56,178 shares
    Change vs previous 13F +553 shares

    0.22% of the 13F portfolio, value $2,869,005.

    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 55,625 shares
    Change vs previous 13F -6,430 shares

    0.19% of the 13F portfolio, value $2,845,000.

    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 62,055 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $3,280,000.

    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).