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
- period ended2026-06-3013F 49,560 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 46,200 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 47,358 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 48,615 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 51,194 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 48,223 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 41,942 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 40,234 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).