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WCG Wealth Advisors LLC: VGSR position timeline

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

WCG Wealth Advisors LLC held 624,753 VGSR 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 624,753 shares
    Change vs previous 13F +78,653 shares

    0.17% of the 13F portfolio, value $7,112,826.

    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 546,100 shares
    Change vs previous 13F +12,626 shares

    0.16% of the 13F portfolio, value $5,641,219.

    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 533,474 shares
    Change vs previous 13F +390,388 shares

    0.16% of the 13F portfolio, value $5,548,109.

    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 143,086 shares
    Change vs previous 13F -212,994 shares

    0.1% of the 13F portfolio, value $1,523,879.

    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 356,080 shares
    Change vs previous 13F -368,841 shares

    0.24% of the 13F portfolio, value $3,724,600.

    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 724,921 shares
    Change vs previous 13F -56,086 shares

    0.56% of the 13F portfolio, value $7,350,702.

    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 781,007 shares
    Change vs previous 13F -9,841 shares

    0.52% of the 13F portfolio, value $7,904,000.

    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 790,848 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $8,786,000.

    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).