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Wealthcare Advisory Partners LLC: DFIC position timeline

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

Wealthcare Advisory Partners LLC held 566,612 DFIC 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 566,612 shares
    Change vs previous 13F +16,413 shares

    0.4% of the 13F portfolio, value $21,111,980.

    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 550,199 shares
    Change vs previous 13F -207,706 shares

    0.38% of the 13F portfolio, value $19,548,576.

    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 757,905 shares
    Change vs previous 13F +18,071 shares

    0.51% of the 13F portfolio, value $26,117,393.

    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 739,834 shares
    Change vs previous 13F +11,420 shares

    0.51% of the 13F portfolio, value $24,259,162.

    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 728,414 shares
    Change vs previous 13F -6,392 shares

    0.52% of the 13F portfolio, value $22,646,404.

    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 734,806 shares
    Change vs previous 13F +615,097 shares

    0.55% of the 13F portfolio, value $20,405,571.

    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 119,709 shares
    Change vs previous 13F -8,767 shares

    0.09% of the 13F portfolio, value $3,093,892.

    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 128,476 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $3,615,304.

    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).