Skip to content
Disclosery

WCG Wealth Advisors LLC: XMHQ position timeline

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

WCG Wealth Advisors LLC held 149,538 XMHQ 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 149,538 shares
    Change vs previous 13F +5,054 shares

    0.4% of the 13F portfolio, value $16,879,873.

    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 144,484 shares
    Change vs previous 13F +4,757 shares

    0.42% of the 13F portfolio, value $14,935,321.

    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 139,727 shares
    Change vs previous 13F +15,817 shares

    0.4% of the 13F portfolio, value $14,310,776.

    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 123,910 shares
    Change vs previous 13F +15,728 shares

    0.82% of the 13F portfolio, value $13,005,651.

    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 108,182 shares
    Change vs previous 13F +9,032 shares

    0.69% of the 13F portfolio, value $10,627,740.

    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 99,150 shares
    Change vs previous 13F +4,312 shares

    0.69% of the 13F portfolio, value $9,075,259.

    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 94,838 shares
    Change vs previous 13F +24,084 shares

    0.62% of the 13F portfolio, value $9,339,000.

    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 70,754 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $7,258,000.

    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).