Skip to content
Disclosery

WCG Wealth Advisors LLC: WMB position timeline

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

WCG Wealth Advisors LLC held 47,494 WMB 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 47,494 shares
    Change vs previous 13F +5,723 shares

    0.08% of the 13F portfolio, value $3,530,690.

    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 41,771 shares
    Change vs previous 13F -12,198 shares

    0.09% of the 13F portfolio, value $3,040,073.

    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 53,969 shares
    Change vs previous 13F +27,020 shares

    0.09% of the 13F portfolio, value $3,244,072.

    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 26,949 shares
    Change vs previous 13F +3,678 shares

    0.11% of the 13F portfolio, value $1,707,198.

    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 23,271 shares
    Change vs previous 13F +783 shares

    0.09% of the 13F portfolio, value $1,461,642.

    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 22,488 shares
    Change vs previous 13F +245 shares

    0.1% of the 13F portfolio, value $1,343,867.

    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 22,243 shares
    Change vs previous 13F +820 shares

    0.08% of the 13F portfolio, value $1,204,000.

    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 21,423 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $978,000.

    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).