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Disclosery

WCG Wealth Advisors LLC: YOU position timeline

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

WCG Wealth Advisors LLC held 45,869 YOU 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 45,869 shares
    Change vs previous 13F +13,635 shares

    0.06% of the 13F portfolio, value $2,556,286.

    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 32,234 shares
    Change vs previous 13F -4,645 shares

    0.04% of the 13F portfolio, value $1,560,445.

    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 36,879 shares
    Change vs previous 13F +18,336 shares

    0.04% of the 13F portfolio, value $1,293,695.

    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 18,543 shares
    Change vs previous 13F -2,765 shares

    0.04% of the 13F portfolio, value $618,962.

    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 21,308 shares
    Change vs previous 13F +5,749 shares

    0.04% of the 13F portfolio, value $591,525.

    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 15,559 shares
    Change vs previous 13F +1,588 shares

    0.03% of the 13F portfolio, value $403,122.

    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 13,971 shares
    Change vs previous 13F +1,609 shares

    0.02% of the 13F portfolio, value $372,000.

    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 12,362 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $410,000.

    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).