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WealthCare Investment Partners, LLC: SHV position timeline

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

WealthCare Investment Partners, LLC held 1,993 SHV 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 1,993 shares
    Change vs previous 13F +18 shares

    0.05% of the 13F portfolio, value $219,915.

    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 1,975 shares
    Change vs previous 13F +11 shares

    0.06% of the 13F portfolio, value $217,905.

    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 1,964 shares
    Change vs previous 13F +26 shares

    0.06% of the 13F portfolio, value $216,337.

    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 1,938 shares
    Change vs previous 13F +20 shares

    0.07% of the 13F portfolio, value $213,481.

    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 1,918 shares
    Change vs previous 13F +13 shares

    0.08% of the 13F portfolio, value $211,204.

    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 1,905 shares
    Change vs previous 13F +20 shares

    0.09% of the 13F portfolio, value $210,194.

    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 1,885 shares
    Change vs previous 13F +22 shares

    0.09% of the 13F portfolio, value $207,610.

    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 1,863 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $205,347.

    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).