WCG Wealth Advisors LLC: TSM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WCG Wealth Advisors LLC on TSM, newest first. How the timeline and the estimate are built.
WCG Wealth Advisors LLC held 55,169 TSM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 55,169 sharesChange vs previous 13F +389 shares
0.62% of the 13F portfolio, value $26,346,865.
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 54,780 sharesChange vs previous 13F +6,126 shares
0.52% of the 13F portfolio, value $18,512,736.
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 48,654 sharesChange vs previous 13F +24,417 shares
0.41% of the 13F portfolio, value $14,785,735.
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 24,237 sharesChange vs previous 13F -8,235 shares
0.42% of the 13F portfolio, value $6,769,004.
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 32,472 sharesChange vs previous 13F +5,874 shares
0.48% of the 13F portfolio, value $7,354,608.
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 26,598 sharesChange vs previous 13F -995 shares
0.34% of the 13F portfolio, value $4,415,217.
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).
- period ended2024-12-3113F 27,593 sharesChange vs previous 13F -1,662 shares
0.36% of the 13F portfolio, value $5,449,000.
13F-HR 0001855713-25-000003 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 ended2024-09-3013F 29,255 sharesChange vs previous 13F not available
0.34% of the 13F portfolio, value $5,081,000.
13F-HR 0001855713-24-000007 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).