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Wealthcare Advisory Partners LLC: HTAB position timeline

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

Wealthcare Advisory Partners LLC held 186,550 HTAB 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 186,550 shares
    Change vs previous 13F -20,874 shares

    0.07% of the 13F portfolio, value $3,578,424.

    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 207,424 shares
    Change vs previous 13F +12,223 shares

    0.08% of the 13F portfolio, value $3,941,057.

    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 195,201 shares
    Change vs previous 13F -19,954 shares

    0.07% of the 13F portfolio, value $3,738,093.

    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 215,155 shares
    Change vs previous 13F +9,550 shares

    0.09% of the 13F portfolio, value $4,115,909.

    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 205,605 shares
    Change vs previous 13F -38,738 shares

    0.09% of the 13F portfolio, value $3,846,879.

    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 244,343 shares
    Change vs previous 13F -193,168 shares

    0.13% of the 13F portfolio, value $4,684,060.

    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 437,511 shares
    Change vs previous 13F +22,537 shares

    0.24% of the 13F portfolio, value $8,470,221.

    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 414,974 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $8,220,633.

    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).