Skip to content
Disclosery

Wealthcare Advisory Partners LLC: DFAT position timeline

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

Wealthcare Advisory Partners LLC held 4,380 DFAT 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 4,380 shares
    Change vs previous 13F +513 shares

    0.01% of the 13F portfolio, value $306,164.

    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 3,867 shares
    Change vs previous 13F -14,625 shares

    <0.01% of the 13F portfolio, value $241,479.

    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 18,492 shares
    Change vs previous 13F +2,207 shares

    0.02% of the 13F portfolio, value $1,100,989.

    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 16,285 shares
    Change vs previous 13F -563 shares

    0.02% of the 13F portfolio, value $947,968.

    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 16,848 shares
    Change vs previous 13F +1,936 shares

    0.02% of the 13F portfolio, value $909,145.

    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 14,912 shares
    Change vs previous 13F +110 shares

    0.02% of the 13F portfolio, value $767,814.

    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 14,802 shares
    Change vs previous 13F -6,582 shares

    0.02% of the 13F portfolio, value $823,888.

    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 21,384 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,189,566.

    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).