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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

  1. period ended2026-06-30
    13F 46,671 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 59,578 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 57,752 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 34,595 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 33,941 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F/A 32,232 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).