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Wealthcare Advisory Partners LLC: CEF position timeline

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

Wealthcare Advisory Partners LLC held 79,900 CEF 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 79,900 shares
    Change vs previous 13F -14,941 shares

    0.06% of the 13F portfolio, value $3,214,377.

    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 94,841 shares
    Change vs previous 13F +53,089 shares

    0.09% of the 13F portfolio, value $4,525,813.

    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 41,752 shares
    Change vs previous 13F -22,789 shares

    0.04% of the 13F portfolio, value $1,912,242.

    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 64,541 shares
    Change vs previous 13F -2,711 shares

    0.05% of the 13F portfolio, value $2,368,009.

    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 67,252 shares
    Change vs previous 13F +8,149 shares

    0.05% of the 13F portfolio, value $2,024,285.

    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 59,103 shares
    Change vs previous 13F +344 shares

    0.05% of the 13F portfolio, value $1,679,116.

    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 58,759 shares
    Change vs previous 13F -1,464 shares

    0.04% of the 13F portfolio, value $1,396,114.

    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 60,223 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,474,861.

    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).