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Disclosery

Wealthcare Advisory Partners LLC: CGUS position timeline

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

Wealthcare Advisory Partners LLC held 138,584 CGUS 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 138,584 shares
    Change vs previous 13F -16,485 shares

    0.12% of the 13F portfolio, value $6,164,218.

    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 155,069 shares
    Change vs previous 13F -3,371 shares

    0.12% of the 13F portfolio, value $5,957,758.

    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 158,440 shares
    Change vs previous 13F -113,170 shares

    0.13% of the 13F portfolio, value $6,374,057.

    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 271,610 shares
    Change vs previous 13F +7,244 shares

    0.22% of the 13F portfolio, value $10,739,442.

    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 264,366 shares
    Change vs previous 13F +29,854 shares

    0.22% of the 13F portfolio, value $9,763,052.

    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 234,512 shares
    Change vs previous 13F +755 shares

    0.21% of the 13F portfolio, value $7,832,707.

    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 233,757 shares
    Change vs previous 13F +3,590 shares

    0.23% of the 13F portfolio, value $8,174,479.

    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 230,167 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $7,890,127.

    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).