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Wealthcare Advisory Partners LLC: DES position timeline

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

Wealthcare Advisory Partners LLC held 138,338 DES 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 138,338 shares
    Change vs previous 13F +1,578 shares

    0.1% of the 13F portfolio, value $5,627,587.

    13F-HR 0001951757-26-000979 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 100,523 shares
    • Wealthcare Capital Partners, LLC: 37,815 shares

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

  2. period ended2026-03-31
    13F 136,760 shares
    Change vs previous 13F +1,447 shares

    0.09% of the 13F portfolio, value $4,915,137.

    13F-HR 0001951757-26-000595 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 100,160 shares
    • Wealthcare Capital Partners, LLC: 36,600 shares

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

  3. period ended2025-12-31
    13F 135,313 shares
    Change vs previous 13F +3,142 shares

    0.09% of the 13F portfolio, value $4,526,236.

    13F-HR 0001951757-26-000085 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 102,948 shares
    • Wealthcare Capital Partners, LLC: 32,365 shares

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

  4. period ended2025-09-30
    13F 132,171 shares
    Change vs previous 13F +6,885 shares

    0.09% of the 13F portfolio, value $4,451,512.

    13F-HR 0001951757-25-001337 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 104,415 shares
    • Wealthcare Capital Partners, LLC: 27,756 shares

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

  5. period ended2025-06-30
    13F 125,286 shares
    Change vs previous 13F +6,414 shares

    0.09% of the 13F portfolio, value $3,979,076.

    13F-HR 0001951757-25-000905 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 105,064 shares
    • Wealthcare Capital Partners, LLC: 20,222 shares

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

  6. period ended2025-03-31
    13F 118,872 shares
    Change vs previous 13F +3,289 shares

    0.1% of the 13F portfolio, value $3,799,137.

    13F-HR 0001951757-25-000364 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 101,427 shares
    • Wealthcare Capital Partners, LLC: 17,445 shares

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

  7. period ended2024-12-31
    13F 115,583 shares
    Change vs previous 13F +11,478 shares

    0.1% of the 13F portfolio, value $3,970,279.

    13F-HR 0001951757-25-000037 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 101,181 shares
    • Wealthcare Capital Partners, LLC: 14,402 shares

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

  8. period ended2024-09-30
    13F 104,105 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $3,590,579.

    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).