Skip to content

Wealthcare Advisory Partners LLC: EZM position timeline

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

Wealthcare Advisory Partners LLC held 4,904 EZM 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 4,904 shares
    Change vs previous 13F +4 shares

    0.01% of the 13F portfolio, value $371,631.

    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 4,900 shares
    Change vs previous 13F +280 shares

    0.01% of the 13F portfolio, value $329,363.

    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 4,620 shares
    Change vs previous 13F +1,053 shares

    0.01% of the 13F portfolio, value $308,638.

    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 3,567 shares
    Change vs previous 13F +44 shares

    <0.01% of the 13F portfolio, value $235,068.

    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 3,523 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $217,623.

    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).