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Disclosery

WealthCare Asset Management, LLC: SPY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WealthCare Asset Management, LLC on SPY, newest first. How the timeline and the estimate are built.

WealthCare Asset Management, LLC held 576 SPY shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 576 shares
    Change vs previous 13F +38 shares

    0.18% of the 13F portfolio, value $430,304.

    13F-HR 0002034181-26-000003 filed by WealthCare Asset Management, 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 538 shares
    Change vs previous 13F -3,839 shares

    0.37% of the 13F portfolio, value $349,954.

    13F-HR 0002034181-26-000002 filed by WealthCare Asset Management, 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 4,377 shares
    Change vs previous 13F not available

    2.7% of the 13F portfolio, value $2,925,745.

    13F-HR 0002034181-26-000001 filed by WealthCare Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).