Skip to content
Disclosery

WCG Wealth Advisors LLC: TCAF position timeline

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

WCG Wealth Advisors LLC held 94,240 TCAF 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 94,240 shares
    Change vs previous 13F -92,482 shares

    0.09% of the 13F portfolio, value $3,873,281.

    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 186,722 shares
    Change vs previous 13F -33,567 shares

    0.19% of the 13F portfolio, value $6,645,431.

    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 220,289 shares
    Change vs previous 13F +46,022 shares

    0.24% of the 13F portfolio, value $8,419,444.

    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 174,267 shares
    Change vs previous 13F +45,580 shares

    0.41% of the 13F portfolio, value $6,569,888.

    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 128,687 shares
    Change vs previous 13F +32,413 shares

    0.29% of the 13F portfolio, value $4,540,081.

    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 96,274 shares
    Change vs previous 13F +20,741 shares

    0.24% of the 13F portfolio, value $3,107,731.

    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 75,533 shares
    Change vs previous 13F +11,351 shares

    0.17% of the 13F portfolio, value $2,513,000.

    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 64,182 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $2,134,000.

    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).