Skip to content
Disclosery

WCG Wealth Advisors LLC: XLRE position timeline

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

WCG Wealth Advisors LLC held 508,036 XLRE 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 508,036 shares
    Change vs previous 13F +32,585 shares

    0.53% of the 13F portfolio, value $22,368,706.

    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 475,451 shares
    Change vs previous 13F +14,578 shares

    0.54% of the 13F portfolio, value $19,412,596.

    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 460,873 shares
    Change vs previous 13F +272,674 shares

    0.52% of the 13F portfolio, value $18,596,467.

    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 188,199 shares
    Change vs previous 13F -18,084 shares

    0.5% of the 13F portfolio, value $7,928,820.

    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 206,283 shares
    Change vs previous 13F -126,204 shares

    0.55% of the 13F portfolio, value $8,544,280.

    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 332,487 shares
    Change vs previous 13F -52,288 shares

    1.06% of the 13F portfolio, value $13,914,600.

    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 384,775 shares
    Change vs previous 13F -5,088 shares

    1.03% of the 13F portfolio, value $15,649,000.

    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 389,863 shares
    Change vs previous 13F not available

    1.18% of the 13F portfolio, value $17,415,000.

    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).