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Wealthcare Advisory Partners LLC: CARY position timeline

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

Wealthcare Advisory Partners LLC held 274,920 CARY 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 274,920 shares
    Change vs previous 13F +88,039 shares

    0.11% of the 13F portfolio, value $5,712,844.

    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 186,881 shares
    Change vs previous 13F +13,302 shares

    0.08% of the 13F portfolio, value $3,882,062.

    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 173,579 shares
    Change vs previous 13F +159,418 shares

    0.07% of the 13F portfolio, value $3,614,877.

    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 14,161 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $296,107.

    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).