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Disclosery

WCG Wealth Advisors LLC: XLU position timeline

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

WCG Wealth Advisors LLC held 482,511 XLU 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 482,511 shares
    Change vs previous 13F +26,578 shares

    0.52% of the 13F portfolio, value $21,876,970.

    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 455,933 shares
    Change vs previous 13F +14,165 shares

    0.59% of the 13F portfolio, value $20,922,697.

    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 441,768 shares
    Change vs previous 13F +362,052 shares

    0.53% of the 13F portfolio, value $18,859,556.

    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 79,716 shares
    Change vs previous 13F -7,096 shares

    0.44% of the 13F portfolio, value $6,952,053.

    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 86,812 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $7,089,122.

    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).