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Wealthcare Advisory Partners LLC: IBDU position timeline

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

Wealthcare Advisory Partners LLC held 1,223,806 IBDU 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 1,223,806 shares
    Change vs previous 13F +41,435 shares

    0.54% of the 13F portfolio, value $28,343,341.

    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 1,182,371 shares
    Change vs previous 13F +37,240 shares

    0.53% of the 13F portfolio, value $27,501,960.

    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 1,145,131 shares
    Change vs previous 13F +29,301 shares

    0.53% of the 13F portfolio, value $26,801,797.

    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 1,115,830 shares
    Change vs previous 13F +53,366 shares

    0.55% of the 13F portfolio, value $26,188,530.

    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 1,062,464 shares
    Change vs previous 13F +82,444 shares

    0.57% of the 13F portfolio, value $24,787,281.

    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 980,020 shares
    Change vs previous 13F +172,099 shares

    0.61% of the 13F portfolio, value $22,667,862.

    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 807,921 shares
    Change vs previous 13F +205,066 shares

    0.51% of the 13F portfolio, value $18,420,604.

    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 602,855 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $14,173,124.

    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).