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WealthCare Investment Partners, LLC: IDU position timeline

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

WealthCare Investment Partners, LLC held 15,455 IDU shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,455 shares
    Change vs previous 13F +1,864 shares

    0.43% of the 13F portfolio, value $1,771,270.

    13F-HR 0001951757-26-001206 filed by WealthCare Investment Partners, 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 13,591 shares
    Change vs previous 13F -1,318 shares

    0.43% of the 13F portfolio, value $1,556,021.

    13F-HR 0001951757-26-000555 filed by WealthCare Investment Partners, 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 14,909 shares
    Change vs previous 13F -108 shares

    0.48% of the 13F portfolio, value $1,632,845.

    13F-HR 0001951757-26-000013 filed by WealthCare Investment Partners, 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 15,017 shares
    Change vs previous 13F -349 shares

    0.54% of the 13F portfolio, value $1,677,558.

    13F-HR 0001951757-25-001340 filed by WealthCare Investment Partners, 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 15,366 shares
    Change vs previous 13F +1,424 shares

    0.58% of the 13F portfolio, value $1,608,957.

    13F-HR 0001951757-25-000595 filed by WealthCare Investment Partners, 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 13,942 shares
    Change vs previous 13F +6,274 shares

    0.58% of the 13F portfolio, value $1,366,078.

    13F-HR 0001951757-25-000409 filed by WealthCare Investment Partners, 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 7,668 shares
    Change vs previous 13F +4,070 shares

    0.32% of the 13F portfolio, value $741,342.

    13F-HR 0001951757-25-000172 filed by WealthCare Investment Partners, 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 3,598 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $361,235.

    13F-HR 0001951757-24-001000 filed by WealthCare Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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