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Disclosery

Wealthcare Advisory Partners LLC: EVSB position timeline

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

Wealthcare Advisory Partners LLC held 7,675 EVSB 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 7,675 shares
    Change vs previous 13F -1,814 shares

    0.01% of the 13F portfolio, value $389,903.

    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 9,489 shares
    Change vs previous 13F -145 shares

    0.01% of the 13F portfolio, value $481,606.

    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 9,634 shares
    Change vs previous 13F -11,271 shares

    0.01% of the 13F portfolio, value $490,153.

    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 20,905 shares
    Change vs previous 13F -21,102 shares

    0.02% of the 13F portfolio, value $1,065,445.

    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 42,007 shares
    Change vs previous 13F -694,538 shares

    0.05% of the 13F portfolio, value $2,134,366.

    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 736,545 shares
    Change vs previous 13F +699,992 shares

    1% of the 13F portfolio, value $37,412,829.

    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 36,553 shares
    Change vs previous 13F +9,378 shares

    0.05% of the 13F portfolio, value $1,852,855.

    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 27,175 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,378,325.

    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).