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Disclosery

Wealthcare Advisory Partners LLC: CB position timeline

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

Wealthcare Advisory Partners LLC held 7,907 CB 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 7,907 shares
    Change vs previous 13F -77 shares

    0.05% of the 13F portfolio, value $2,694,292.

    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 7,984 shares
    Change vs previous 13F +272 shares

    0.05% of the 13F portfolio, value $2,602,348.

    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 7,712 shares
    Change vs previous 13F +278 shares

    0.05% of the 13F portfolio, value $2,406,999.

    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 7,434 shares
    Change vs previous 13F +141 shares

    0.04% of the 13F portfolio, value $2,098,186.

    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 7,293 shares
    Change vs previous 13F +732 shares

    0.05% of the 13F portfolio, value $2,113,069.

    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 6,561 shares
    Change vs previous 13F +265 shares

    0.05% of the 13F portfolio, value $1,981,338.

    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 6,296 shares
    Change vs previous 13F +757 shares

    0.05% of the 13F portfolio, value $1,739,650.

    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 5,539 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,597,507.

    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).