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Disclosery

WCG Wealth Advisors LLC: WFC position timeline

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

WCG Wealth Advisors LLC held 88,515 WFC 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 88,515 shares
    Change vs previous 13F +3,942 shares

    0.17% of the 13F portfolio, value $7,314,896.

    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 84,573 shares
    Change vs previous 13F -13,654 shares

    0.19% of the 13F portfolio, value $6,732,821.

    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 98,227 shares
    Change vs previous 13F +60,206 shares

    0.26% of the 13F portfolio, value $9,154,927.

    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 38,021 shares
    Change vs previous 13F -5,218 shares

    0.2% of the 13F portfolio, value $3,186,914.

    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 43,239 shares
    Change vs previous 13F -412 shares

    0.22% of the 13F portfolio, value $3,464,270.

    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 43,651 shares
    Change vs previous 13F -3,984 shares

    0.24% of the 13F portfolio, value $3,133,693.

    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 47,635 shares
    Change vs previous 13F +1,463 shares

    0.22% of the 13F portfolio, value $3,346,000.

    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 46,172 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $2,608,000.

    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).