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Wealthcare Advisory Partners LLC: CGHM position timeline

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

Wealthcare Advisory Partners LLC held 134,990 CGHM 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 134,990 shares
    Change vs previous 13F +15,339 shares

    0.07% of the 13F portfolio, value $3,489,501.

    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 119,651 shares
    Change vs previous 13F +7,130 shares

    0.06% of the 13F portfolio, value $3,029,562.

    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 112,521 shares
    Change vs previous 13F -19,872 shares

    0.06% of the 13F portfolio, value $2,867,029.

    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 132,393 shares
    Change vs previous 13F +25,965 shares

    0.07% of the 13F portfolio, value $3,348,214.

    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 106,428 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $2,621,854.

    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).