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Disclosery

WCG Wealth Advisors LLC: VZ position timeline

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

WCG Wealth Advisors LLC held 97,113 VZ 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 97,113 shares
    Change vs previous 13F +8,387 shares

    0.1% of the 13F portfolio, value $4,111,777.

    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 88,726 shares
    Change vs previous 13F +9,934 shares

    0.12% of the 13F portfolio, value $4,454,036.

    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 78,792 shares
    Change vs previous 13F +22,793 shares

    0.09% of the 13F portfolio, value $3,209,200.

    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 55,999 shares
    Change vs previous 13F +6,488 shares

    0.15% of the 13F portfolio, value $2,461,144.

    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 49,511 shares
    Change vs previous 13F +26,017 shares

    0.14% of the 13F portfolio, value $2,142,327.

    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 23,494 shares
    Change vs previous 13F -1,092 shares

    0.08% of the 13F portfolio, value $1,065,691.

    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 24,586 shares
    Change vs previous 13F -3,851 shares

    0.06% of the 13F portfolio, value $983,000.

    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 28,437 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,277,000.

    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).