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Wealthcare Advisory Partners LLC: DFNM position timeline

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

Wealthcare Advisory Partners LLC held 17,254 DFNM 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 17,254 shares
    Change vs previous 13F -16,483 shares

    0.02% of the 13F portfolio, value $833,973.

    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 33,737 shares
    Change vs previous 13F +6,808 shares

    0.03% of the 13F portfolio, value $1,617,031.

    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 26,929 shares
    Change vs previous 13F +2,894 shares

    0.03% of the 13F portfolio, value $1,297,156.

    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 24,035 shares
    Change vs previous 13F +9,552 shares

    0.02% of the 13F portfolio, value $1,153,216.

    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 14,483 shares
    Change vs previous 13F +116 shares

    0.02% of the 13F portfolio, value $686,951.

    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 14,367 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $683,429.

    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).