WCG Wealth Advisors LLC: TLH position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WCG Wealth Advisors LLC on TLH, newest first. How the timeline and the estimate are built.
WCG Wealth Advisors LLC held 46,671 TLH shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 46,671 sharesChange vs previous 13F -12,907 shares
0.11% of the 13F portfolio, value $4,683,393.
13F-HR 0001855713-26-000006 filed by WCG Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 59,578 sharesChange vs previous 13F +1,826 shares
0.17% of the 13F portfolio, value $6,000,932.
13F-HR 0001855713-26-000004 filed by WCG Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 57,752 sharesChange vs previous 13F +23,157 shares
0.16% of the 13F portfolio, value $5,872,029.
13F-HR 0001855713-26-000003 filed by WCG Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 34,595 sharesChange vs previous 13F +654 shares
0.22% of the 13F portfolio, value $3,562,975.
13F-HR 0001855713-25-000008 filed by WCG Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 33,941 sharesChange vs previous 13F +1,709 shares
0.22% of the 13F portfolio, value $3,448,438.
13F-HR 0001855713-25-000007 filed by WCG Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F/A 32,232 sharesChange vs previous 13F not available
0.25% of the 13F portfolio, value $3,344,070.
13F-HR/A 0001855713-25-000005 filed by WCG Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).