Skip to content
Disclosery

Wealthcare Advisory Partners LLC: APD position timeline

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

Wealthcare Advisory Partners LLC held 3,392 APD 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 3,392 shares
    Change vs previous 13F -426 shares

    0.02% of the 13F portfolio, value $994,559.

    13F-HR 0001951757-26-000979 filed by Wealthcare Advisory 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 3,818 shares
    Change vs previous 13F +302 shares

    0.02% of the 13F portfolio, value $1,108,990.

    13F-HR 0001951757-26-000595 filed by Wealthcare Advisory 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 3,516 shares
    Change vs previous 13F -692 shares

    0.02% of the 13F portfolio, value $868,564.

    13F-HR 0001951757-26-000085 filed by Wealthcare Advisory 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 4,208 shares
    Change vs previous 13F -36 shares

    0.02% of the 13F portfolio, value $1,147,700.

    13F-HR 0001951757-25-001337 filed by Wealthcare Advisory 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 4,244 shares
    Change vs previous 13F -216 shares

    0.03% of the 13F portfolio, value $1,197,060.

    13F-HR 0001951757-25-000905 filed by Wealthcare Advisory 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 4,460 shares
    Change vs previous 13F +157 shares

    0.04% of the 13F portfolio, value $1,315,427.

    13F-HR 0001951757-25-000364 filed by Wealthcare Advisory 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 4,303 shares
    Change vs previous 13F -53 shares

    0.03% of the 13F portfolio, value $1,248,177.

    13F-HR 0001951757-25-000037 filed by Wealthcare Advisory 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 4,356 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,296,858.

    13F-HR 0001951757-24-001166 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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