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Wealthcare Advisory Partners LLC: BOXX position timeline

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

Wealthcare Advisory Partners LLC held 18,403 BOXX 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 18,403 shares
    Change vs previous 13F +3,562 shares

    0.04% of the 13F portfolio, value $2,154,807.

    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 14,841 shares
    Change vs previous 13F -4,090 shares

    0.03% of the 13F portfolio, value $1,725,860.

    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 18,931 shares
    Change vs previous 13F +2,577 shares

    0.04% of the 13F portfolio, value $2,178,958.

    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 16,354 shares
    Change vs previous 13F +2,777 shares

    0.04% of the 13F portfolio, value $1,862,066.

    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 13,577 shares
    Change vs previous 13F +7,550 shares

    0.03% of the 13F portfolio, value $1,529,856.

    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 6,027 shares
    Change vs previous 13F -591 shares

    0.02% of the 13F portfolio, value $671,950.

    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 6,618 shares
    Change vs previous 13F +1,426 shares

    0.02% of the 13F portfolio, value $729,833.

    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 5,192 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $565,565.

    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).