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Disclosery

WCG Wealth Advisors LLC: WTPI position timeline

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

WCG Wealth Advisors LLC held 12,012 WTPI 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 12,012 shares
    Change vs previous 13F -5,834 shares

    0.01% of the 13F portfolio, value $393,876.

    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 17,846 shares
    Change vs previous 13F -2,615 shares

    0.02% of the 13F portfolio, value $569,459.

    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 20,461 shares
    Change vs previous 13F -3,732 shares

    0.02% of the 13F portfolio, value $675,613.

    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 24,193 shares
    Change vs previous 13F -1,430 shares

    0.05% of the 13F portfolio, value $804,887.

    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 25,623 shares
    Change vs previous 13F -12,203 shares

    0.05% of the 13F portfolio, value $820,962.

    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 37,826 shares
    Change vs previous 13F +15,368 shares

    0.09% of the 13F portfolio, value $1,177,915.

    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 22,458 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $740,000.

    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).