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Disclosery

Wealthcare Advisory Partners LLC: DFUS position timeline

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

Wealthcare Advisory Partners LLC held 69,483 DFUS 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 69,483 shares
    Change vs previous 13F -159,501 shares

    0.11% of the 13F portfolio, value $5,693,402.

    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 228,984 shares
    Change vs previous 13F +163,068 shares

    0.32% of the 13F portfolio, value $16,237,262.

    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 65,916 shares
    Change vs previous 13F -12,832 shares

    0.1% of the 13F portfolio, value $4,888,961.

    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 78,748 shares
    Change vs previous 13F -86,510 shares

    0.12% of the 13F portfolio, value $5,704,526.

    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 165,258 shares
    Change vs previous 13F +125,735 shares

    0.25% of the 13F portfolio, value $11,075,581.

    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 39,523 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $2,390,325.

    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).