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Disclosery

Wealthcare Advisory Partners LLC: CSHI position timeline

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

Wealthcare Advisory Partners LLC held 53,886 CSHI 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 53,886 shares
    Change vs previous 13F -2,928 shares

    0.05% of the 13F portfolio, value $2,684,053.

    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 56,814 shares
    Change vs previous 13F +1,821 shares

    0.05% of the 13F portfolio, value $2,828,208.

    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 54,993 shares
    Change vs previous 13F -14,355 shares

    0.05% of the 13F portfolio, value $2,734,794.

    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 69,348 shares
    Change vs previous 13F +10,372 shares

    0.07% of the 13F portfolio, value $3,448,195.

    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 58,976 shares
    Change vs previous 13F +53,635 shares

    0.07% of the 13F portfolio, value $2,932,853.

    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 5,341 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $265,087.

    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).