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Disclosery

Wealthcare Advisory Partners LLC: CBU position timeline

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

Wealthcare Advisory Partners LLC held 2,998 CBU 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 2,998 shares
    Change vs previous 13F +2,998 shares

    0.08% of the 13F portfolio, value $201,197.

    13F-HR 0001951757-26-000988 filed by Wealthcare Capital 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 ended2025-03-31
    13F 0 shares
    Change vs previous 13F -3,374 shares

    13F-HR 0001951757-25-000346 filed by Wealthcare Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2024-12-31
    13F 3,374 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $208,133.

    13F-HR 0001951757-25-000152 filed by Wealthcare Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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