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Disclosery

WCG Wealth Advisors LLC: VFLO position timeline

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

WCG Wealth Advisors LLC held 31,118 VFLO 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 31,118 shares
    Change vs previous 13F -7,726 shares

    0.03% of the 13F portfolio, value $1,423,646.

    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 38,844 shares
    Change vs previous 13F +243 shares

    0.04% of the 13F portfolio, value $1,533,545.

    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 38,601 shares
    Change vs previous 13F +2,720 shares

    0.04% of the 13F portfolio, value $1,520,105.

    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 35,881 shares
    Change vs previous 13F -1,698 shares

    0.08% of the 13F portfolio, value $1,345,568.

    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 37,579 shares
    Change vs previous 13F -3,441 shares

    0.09% of the 13F portfolio, value $1,328,417.

    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 41,020 shares
    Change vs previous 13F -8,547 shares

    0.11% of the 13F portfolio, value $1,406,155.

    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 49,567 shares
    Change vs previous 13F -15,443 shares

    0.11% of the 13F portfolio, value $1,690,000.

    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 65,010 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $2,165,000.

    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).