Skip to content
Disclosery

WCG Wealth Advisors LLC: T position timeline

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

WCG Wealth Advisors LLC held 156,235 T 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 156,235 shares
    Change vs previous 13F +32,813 shares

    0.08% of the 13F portfolio, value $3,234,077.

    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 123,422 shares
    Change vs previous 13F +24,570 shares

    0.1% of the 13F portfolio, value $3,578,000.

    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 98,852 shares
    Change vs previous 13F +45,372 shares

    0.07% of the 13F portfolio, value $2,455,485.

    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 53,480 shares
    Change vs previous 13F +5,895 shares

    0.09% of the 13F portfolio, value $1,510,265.

    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 47,585 shares
    Change vs previous 13F -2,830 shares

    0.09% of the 13F portfolio, value $1,377,115.

    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 50,415 shares
    Change vs previous 13F -6,198 shares

    0.11% of the 13F portfolio, value $1,425,752.

    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 56,613 shares
    Change vs previous 13F -2,668 shares

    0.09% of the 13F portfolio, value $1,289,000.

    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 59,281 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,304,000.

    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).