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Disclosery

WealthCare Investment Partners, LLC: XLC position timeline

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

WealthCare Investment Partners, LLC held 43,406 XLC 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 43,406 shares
    Change vs previous 13F -8,364 shares

    1.13% of the 13F portfolio, value $4,650,068.

    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 51,770 shares
    Change vs previous 13F +237 shares

    1.6% of the 13F portfolio, value $5,769,243.

    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 51,533 shares
    Change vs previous 13F -368 shares

    1.76% of the 13F portfolio, value $6,024,240.

    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 51,901 shares
    Change vs previous 13F -2,971 shares

    1.97% of the 13F portfolio, value $6,057,383.

    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 54,872 shares
    Change vs previous 13F -1,442 shares

    2.13% of the 13F portfolio, value $5,928,346.

    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 56,314 shares
    Change vs previous 13F -3,739 shares

    2.11% of the 13F portfolio, value $4,965,801.

    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 60,053 shares
    Change vs previous 13F -2,468 shares

    2.55% of the 13F portfolio, value $5,841,989.

    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 62,521 shares
    Change vs previous 13F not available

    2.46% of the 13F portfolio, value $5,605,669.

    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).