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WCG Wealth Advisors LLC: TOTL position timeline

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

WCG Wealth Advisors LLC held 669,685 TOTL 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 669,685 shares
    Change vs previous 13F -14,722 shares

    0.63% of the 13F portfolio, value $26,432,491.

    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 684,407 shares
    Change vs previous 13F -6,036 shares

    0.76% of the 13F portfolio, value $27,191,493.

    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 690,443 shares
    Change vs previous 13F +43,262 shares

    0.78% of the 13F portfolio, value $27,790,452.

    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 647,181 shares
    Change vs previous 13F +10,330 shares

    1.65% of the 13F portfolio, value $26,256,148.

    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 636,851 shares
    Change vs previous 13F -122,508 shares

    1.65% of the 13F portfolio, value $25,544,101.

    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 759,359 shares
    Change vs previous 13F +27,188 shares

    2.32% of the 13F portfolio, value $30,594,574.

    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 732,171 shares
    Change vs previous 13F +374,288 shares

    1.91% of the 13F portfolio, value $28,840,000.

    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 357,883 shares
    Change vs previous 13F not available

    1% of the 13F portfolio, value $14,816,000.

    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).