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Wealthcare Advisory Partners LLC: DFSV position timeline

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

Wealthcare Advisory Partners LLC held 87,790 DFSV 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 87,790 shares
    Change vs previous 13F +2,102 shares

    0.06% of the 13F portfolio, value $3,405,372.

    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 85,688 shares
    Change vs previous 13F -53,001 shares

    0.06% of the 13F portfolio, value $3,002,515.

    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 138,689 shares
    Change vs previous 13F +8,761 shares

    0.09% of the 13F portfolio, value $4,561,484.

    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 129,928 shares
    Change vs previous 13F +1,502 shares

    0.09% of the 13F portfolio, value $4,136,893.

    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 128,426 shares
    Change vs previous 13F +15,090 shares

    0.09% of the 13F portfolio, value $3,779,568.

    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 113,336 shares
    Change vs previous 13F +66,252 shares

    0.09% of the 13F portfolio, value $3,190,419.

    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 47,084 shares
    Change vs previous 13F -16,076 shares

    0.04% of the 13F portfolio, value $1,449,230.

    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 63,160 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,945,337.

    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).