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Wealthcare Advisory Partners LLC: AVUV position timeline

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

Wealthcare Advisory Partners LLC held 320,844 AVUV 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 320,844 shares
    Change vs previous 13F +5,808 shares

    0.76% of the 13F portfolio, value $40,028,454.

    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 315,036 shares
    Change vs previous 13F -18,353 shares

    0.68% of the 13F portfolio, value $34,802,041.

    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 333,389 shares
    Change vs previous 13F +17,804 shares

    0.67% of the 13F portfolio, value $33,999,029.

    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 315,585 shares
    Change vs previous 13F +74,765 shares

    0.65% of the 13F portfolio, value $31,410,197.

    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 240,820 shares
    Change vs previous 13F +116,302 shares

    0.5% of the 13F portfolio, value $21,938,722.

    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 124,518 shares
    Change vs previous 13F -7,473 shares

    0.29% of the 13F portfolio, value $10,854,252.

    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 131,991 shares
    Change vs previous 13F +10,520 shares

    0.35% of the 13F portfolio, value $12,741,074.

    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 121,471 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $11,655,119.

    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).