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Wealthcare Advisory Partners LLC: DSI position timeline

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

Wealthcare Advisory Partners LLC held 49,560 DSI 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 49,560 shares
    Change vs previous 13F +3,360 shares

    0.13% of the 13F portfolio, value $7,056,911.

    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 46,200 shares
    Change vs previous 13F -1,158 shares

    0.11% of the 13F portfolio, value $5,599,003.

    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 47,358 shares
    Change vs previous 13F -1,257 shares

    0.12% of the 13F portfolio, value $6,101,117.

    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 48,615 shares
    Change vs previous 13F -2,579 shares

    0.13% of the 13F portfolio, value $6,123,116.

    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 51,194 shares
    Change vs previous 13F +2,971 shares

    0.14% of the 13F portfolio, value $5,946,717.

    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 48,223 shares
    Change vs previous 13F +6,281 shares

    0.13% of the 13F portfolio, value $4,938,555.

    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 41,942 shares
    Change vs previous 13F +1,708 shares

    0.13% of the 13F portfolio, value $4,624,083.

    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 40,234 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $4,377,034.

    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).