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Disclosery

Wealthcare Advisory Partners LLC: EXC position timeline

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

Wealthcare Advisory Partners LLC held 42,410 EXC 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 42,410 shares
    Change vs previous 13F -759 shares

    0.04% of the 13F portfolio, value $1,977,138.

    13F-HR 0001951757-26-000979 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 31,766 shares
    • Wealthcare Capital Partners, LLC: 10,644 shares

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 43,169 shares
    Change vs previous 13F -1,558 shares

    0.04% of the 13F portfolio, value $2,116,183.

    13F-HR 0001951757-26-000595 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 32,341 shares
    • Wealthcare Capital Partners, LLC: 10,828 shares

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 44,727 shares
    Change vs previous 13F +2,761 shares

    0.04% of the 13F portfolio, value $1,949,662.

    13F-HR 0001951757-26-000085 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 33,138 shares
    • Wealthcare Capital Partners, LLC: 11,589 shares

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 41,966 shares
    Change vs previous 13F +545 shares

    0.04% of the 13F portfolio, value $1,888,901.

    13F-HR 0001951757-25-001337 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 25,998 shares
    • Wealthcare Capital Partners, LLC: 15,968 shares

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 41,421 shares
    Change vs previous 13F +482 shares

    0.04% of the 13F portfolio, value $1,798,503.

    13F-HR 0001951757-25-000905 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 25,546 shares
    • Wealthcare Capital Partners, LLC: 15,875 shares

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 40,939 shares
    Change vs previous 13F +2,071 shares

    0.05% of the 13F portfolio, value $1,886,470.

    13F-HR 0001951757-25-000364 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 25,184 shares
    • Wealthcare Capital Partners, LLC: 15,755 shares

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 38,868 shares
    Change vs previous 13F +16,157 shares

    0.04% of the 13F portfolio, value $1,462,999.

    13F-HR 0001951757-25-000037 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 23,236 shares
    • Wealthcare Capital Partners, LLC: 15,632 shares

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 22,711 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $920,936.

    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).