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WEALTHCARE CAPITAL MANAGEMENT LLC: UTEN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WEALTHCARE CAPITAL MANAGEMENT LLC on UTEN, newest first. How the timeline and the estimate are built.

WEALTHCARE CAPITAL MANAGEMENT LLC held 375,016 UTEN shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 375,016 shares
    Change vs previous 13F -23,172 shares

    1.54% of the 13F portfolio, value $16,200,354.

    13F-HR 0001951757-26-000978 filed by WEALTHCARE CAPITAL 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 398,188 shares
    Change vs previous 13F +12,843 shares

    1.74% of the 13F portfolio, value $17,361,236.

    13F-HR 0001951757-26-000598 filed by WEALTHCARE CAPITAL 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 385,345 shares
    Change vs previous 13F -25,653 shares

    1.69% of the 13F portfolio, value $16,976,258.

    13F-HR 0001951757-26-000231 filed by WEALTHCARE CAPITAL MANAGEMENT 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 410,998 shares
    Change vs previous 13F +3,351 shares

    1.85% of the 13F portfolio, value $18,174,332.

    13F-HR 0001951757-25-001336 filed by WEALTHCARE CAPITAL MANAGEMENT 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 407,647 shares
    Change vs previous 13F -77,253 shares

    1.89% of the 13F portfolio, value $17,895,703.

    13F-HR 0001951757-25-000906 filed by WEALTHCARE CAPITAL MANAGEMENT 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 484,900 shares
    Change vs previous 13F -1,347 shares

    2.16% of the 13F portfolio, value $21,291,086.

    13F-HR 0001951757-25-000365 filed by WEALTHCARE CAPITAL MANAGEMENT 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 486,247 shares
    Change vs previous 13F +74,533 shares

    2.09% of the 13F portfolio, value $20,705,601.

    13F-HR 0001951757-25-000038 filed by WEALTHCARE CAPITAL MANAGEMENT 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 411,714 shares
    Change vs previous 13F not available

    1.88% of the 13F portfolio, value $18,712,388.

    13F-HR 0001951757-24-001167 filed by WEALTHCARE CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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