Skip to content
Disclosery

Wealthcare Advisory Partners LLC: APO position timeline

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

Wealthcare Advisory Partners LLC held 33,725 APO 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 33,725 shares
    Change vs previous 13F -362 shares

    0.08% of the 13F portfolio, value $3,990,053.

    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 34,087 shares
    Change vs previous 13F +70 shares

    0.07% of the 13F portfolio, value $3,798,028.

    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 34,017 shares
    Change vs previous 13F -212 shares

    0.1% of the 13F portfolio, value $4,924,346.

    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 34,229 shares
    Change vs previous 13F -1,984 shares

    0.1% of the 13F portfolio, value $4,561,753.

    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 36,213 shares
    Change vs previous 13F -1,722 shares

    0.12% of the 13F portfolio, value $5,137,573.

    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 37,935 shares
    Change vs previous 13F -3,035 shares

    0.14% of the 13F portfolio, value $5,194,829.

    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 40,970 shares
    Change vs previous 13F -3,521 shares

    0.19% of the 13F portfolio, value $6,766,605.

    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 44,491 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $5,557,371.

    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).