Wealthcare Advisory Partners LLC: IDV position timeline

Wealthcare Advisory Partners LLC held 5,940 IDV 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 5,940 shares

   Change vs previous 13F -1,495 shares

   <0.01% of the 13F portfolio, value $246,106.

   13F-HR 0001951757-26-000979 filed by Wealthcare Advisory Partners LLC
   Filed 2026-07-09 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 7,435 shares

   Change vs previous 13F -14 shares

   0.01% of the 13F portfolio, value $316,429.

   13F-HR 0001951757-26-000595 filed by Wealthcare Advisory Partners LLC
   Filed 2026-04-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 7,449 shares

   Change vs previous 13F +7,449 shares

   0.01% of the 13F portfolio, value $293,853.

   13F-HR 0001951757-26-000085 filed by Wealthcare Advisory Partners LLC
   Filed 2026-01-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2024-12-31

   13F 0 shares

   Change vs previous 13F -11,449 shares

   13F-HR 0001951757-25-000037 filed by Wealthcare Advisory Partners LLC
   Filed 2025-01-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

   Exited: the 13F for this period no longer lists the position.

5. period ended2024-09-30

   13F 11,449 shares

   Change vs previous 13F not available

   0.01% of the 13F portfolio, value $346,113.

   13F-HR 0001951757-24-001166 filed by Wealthcare Advisory Partners LLC
   Filed 2024-11-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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