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Wealthcare Advisory Partners LLC: CAOS position timeline

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

Wealthcare Advisory Partners LLC held 216,100 CAOS 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 216,100 shares
    Change vs previous 13F +20,849 shares

    0.35% of the 13F portfolio, value $19,526,796.

    13F-HR 0001951757-26-000979 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 207,580 shares
    • Wealthcare Capital Partners, LLC: 8,520 shares

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

  2. period ended2026-03-31
    13F 195,251 shares
    Change vs previous 13F -10,974 shares

    0.33% of the 13F portfolio, value $17,720,981.

    13F-HR 0001951757-26-000595 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 186,841 shares
    • Wealthcare Capital Partners, LLC: 8,410 shares

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

  3. period ended2025-12-31
    13F 206,225 shares
    Change vs previous 13F +13,294 shares

    0.35% of the 13F portfolio, value $18,514,159.

    13F-HR 0001951757-26-000085 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 197,940 shares
    • Wealthcare Capital Partners, LLC: 8,285 shares

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

  4. period ended2025-09-30
    13F 192,931 shares
    Change vs previous 13F +20,344 shares

    0.34% of the 13F portfolio, value $17,273,692.

    13F-HR 0001951757-25-001337 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 184,505 shares
    • Wealthcare Capital Partners, LLC: 8,426 shares

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

  5. period ended2025-06-30
    13F 172,587 shares
    Change vs previous 13F +120,085 shares

    0.33% of the 13F portfolio, value $15,332,629.

    13F-HR 0001951757-25-000905 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 164,990 shares
    • Wealthcare Capital Partners, LLC: 7,597 shares

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

  6. period ended2025-03-31
    13F 52,502 shares
    Change vs previous 13F +2,764 shares

    0.12% of the 13F portfolio, value $4,617,656.

    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 49,738 shares
    Change vs previous 13F +21,740 shares

    0.12% of the 13F portfolio, value $4,354,065.

    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 27,998 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $2,421,128.

    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).