Skip to content
Disclosery

Wealthcare Advisory Partners LLC: FPEI position timeline

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

Wealthcare Advisory Partners LLC held 38,257 FPEI 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 38,257 shares
    Change vs previous 13F -5,494 shares

    0.01% of the 13F portfolio, value $737,976.

    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 43,751 shares
    Change vs previous 13F +1,787 shares

    0.02% of the 13F portfolio, value $831,277.

    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 41,964 shares
    Change vs previous 13F +1,202 shares

    0.02% of the 13F portfolio, value $813,680.

    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 40,762 shares
    Change vs previous 13F +742 shares

    0.02% of the 13F portfolio, value $788,340.

    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 40,020 shares
    Change vs previous 13F -1,440 shares

    0.02% of the 13F portfolio, value $759,982.

    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 41,460 shares
    Change vs previous 13F -9,012 shares

    0.02% of the 13F portfolio, value $775,295.

    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 50,472 shares
    Change vs previous 13F -25,818 shares

    0.03% of the 13F portfolio, value $943,829.

    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 76,290 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,454,847.

    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).