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Disclosery

WCG Wealth Advisors LLC: XLF position timeline

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

WCG Wealth Advisors LLC held 440,836 XLF 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 440,836 shares
    Change vs previous 13F +13,528 shares

    0.56% of the 13F portfolio, value $23,633,129.

    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 427,308 shares
    Change vs previous 13F -103,937 shares

    0.59% of the 13F portfolio, value $21,096,158.

    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 531,245 shares
    Change vs previous 13F +392,051 shares

    0.82% of the 13F portfolio, value $29,096,694.

    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 139,194 shares
    Change vs previous 13F -14,442 shares

    0.47% of the 13F portfolio, value $7,498,344.

    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 153,636 shares
    Change vs previous 13F -175,943 shares

    0.52% of the 13F portfolio, value $8,045,899.

    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 329,579 shares
    Change vs previous 13F -54,930 shares

    1.25% of the 13F portfolio, value $16,416,302.

    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 384,509 shares
    Change vs previous 13F -6,580 shares

    1.23% of the 13F portfolio, value $18,583,000.

    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 391,089 shares
    Change vs previous 13F not available

    1.2% of the 13F portfolio, value $17,724,000.

    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).