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WealthCare Investment Partners, LLC: XLI position timeline

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

WealthCare Investment Partners, LLC held 23,736 XLI 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 23,736 shares
    Change vs previous 13F +3,342 shares

    1.07% of the 13F portfolio, value $4,396,614.

    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 20,394 shares
    Change vs previous 13F +2,722 shares

    0.93% of the 13F portfolio, value $3,367,031.

    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 17,672 shares
    Change vs previous 13F +4,982 shares

    0.81% of the 13F portfolio, value $2,791,862.

    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 12,690 shares
    Change vs previous 13F +6,337 shares

    0.63% of the 13F portfolio, value $1,951,654.

    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 6,353 shares
    Change vs previous 13F +3,857 shares

    0.34% of the 13F portfolio, value $949,292.

    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 2,496 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $305,777.

    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).