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Disclosery

WCG Wealth Advisors LLC: USFR position timeline

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

WCG Wealth Advisors LLC held 363,513 USFR 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 363,513 shares
    Change vs previous 13F -252,817 shares

    0.43% of the 13F portfolio, value $18,302,882.

    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 616,330 shares
    Change vs previous 13F +242,214 shares

    0.87% of the 13F portfolio, value $31,026,068.

    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 374,116 shares
    Change vs previous 13F +246,074 shares

    0.53% of the 13F portfolio, value $18,825,518.

    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 128,042 shares
    Change vs previous 13F -3,755 shares

    0.4% of the 13F portfolio, value $6,436,676.

    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 131,797 shares
    Change vs previous 13F -16,982 shares

    0.43% of the 13F portfolio, value $6,630,685.

    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 148,779 shares
    Change vs previous 13F +21,991 shares

    0.57% of the 13F portfolio, value $7,488,067.

    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 126,788 shares
    Change vs previous 13F +71,396 shares

    0.42% of the 13F portfolio, value $6,380,000.

    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 55,392 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $2,782,000.

    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).