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Disclosery

Wealthcare Advisory Partners LLC: EFV position timeline

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

Wealthcare Advisory Partners LLC held 120,520 EFV 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 120,520 shares
    Change vs previous 13F +1,675 shares

    0.17% of the 13F portfolio, value $9,225,818.

    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 118,845 shares
    Change vs previous 13F -19,927 shares

    0.17% of the 13F portfolio, value $8,836,101.

    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 138,772 shares
    Change vs previous 13F +8,231 shares

    0.19% of the 13F portfolio, value $9,909,726.

    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 130,541 shares
    Change vs previous 13F -934 shares

    0.18% of the 13F portfolio, value $8,854,587.

    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 131,475 shares
    Change vs previous 13F +417 shares

    0.19% of the 13F portfolio, value $8,346,025.

    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 131,058 shares
    Change vs previous 13F -676 shares

    0.21% of the 13F portfolio, value $7,724,560.

    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 131,734 shares
    Change vs previous 13F -5,291 shares

    0.19% of the 13F portfolio, value $6,912,095.

    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 137,025 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $7,883,072.

    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).