Position in PATK
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,458,116
-$371,651 QoQ
Shares Held
16,241
-1.4% QoQ
Ownership
0.051%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#114
of 329 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PATK Over Time
Shares Held
Position Value (USD)
Position in Recreational Vehicles
Consumer Cyclical · as of Jun 30, 2026WCG Wealth Advisors LLC holds $1,458,116 across 1 Recreational Vehicles name. PATK ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PATK |
Patrick Industries Inc
This page
|
16,241 | $1,458,116 |
All Filings in PATK
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,458,116 | 16,241 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,829,767 | 16,474 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,641,088 | 15,135 | Shares | Sole | 2026-02-10 | |
| No filing history on record for this holder in this stock. | ||||||