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Disclosery

WCG Wealth Advisors LLC: UCON position timeline

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

WCG Wealth Advisors LLC held 0 UCON shares at 2026-03-31 per its 13F-HR filed 2026-05-12.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -14,029 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 14,029 shares
    Change vs previous 13F -213,823 shares

    0.01% of the 13F portfolio, value $353,102.

    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).

  3. period ended2025-09-30
    13F 227,852 shares
    Change vs previous 13F +2,118 shares

    0.36% of the 13F portfolio, value $5,739,225.

    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).

  4. period ended2025-06-30
    13F 225,734 shares
    Change vs previous 13F +18,757 shares

    0.36% of the 13F portfolio, value $5,618,511.

    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).

  5. period ended2025-03-31
    13F/A 206,977 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $5,122,728.

    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).