Skip to content
Disclosery

Wealthcare Advisory Partners LLC: IEF position timeline

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

Wealthcare Advisory Partners LLC held 1,050,241 IEF 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 1,050,241 shares
    Change vs previous 13F -61,695 shares

    1.8% of the 13F portfolio, value $99,321,336.

    13F-HR 0001951757-26-000979 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 1,008,438 shares
    • Wealthcare Capital Partners, LLC: 41,803 shares

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

  2. period ended2026-03-31
    13F 1,111,936 shares
    Change vs previous 13F +304,917 shares

    1.98% of the 13F portfolio, value $106,123,117.

    13F-HR 0001951757-26-000595 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 1,072,046 shares
    • Wealthcare Capital Partners, LLC: 39,890 shares

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

  3. period ended2025-12-31
    13F 807,019 shares
    Change vs previous 13F +81,219 shares

    1.46% of the 13F portfolio, value $77,602,927.

    13F-HR 0001951757-26-000085 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 767,465 shares
    • Wealthcare Capital Partners, LLC: 39,554 shares

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

  4. period ended2025-09-30
    13F 725,800 shares
    Change vs previous 13F +52,630 shares

    1.4% of the 13F portfolio, value $70,010,693.

    13F-HR 0001951757-25-001337 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 686,121 shares
    • Wealthcare Capital Partners, LLC: 39,679 shares

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

  5. period ended2025-06-30
    13F 673,170 shares
    Change vs previous 13F +17,918 shares

    1.41% of the 13F portfolio, value $64,469,474.

    13F-HR 0001951757-25-000905 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 636,093 shares
    • Wealthcare Capital Partners, LLC: 37,077 shares

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

  6. period ended2025-03-31
    13F 655,252 shares
    Change vs previous 13F +50,447 shares

    1.59% of the 13F portfolio, value $62,491,380.

    13F-HR 0001951757-25-000364 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 618,178 shares
    • Wealthcare Capital Partners, LLC: 37,074 shares

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

  7. period ended2024-12-31
    13F 604,805 shares
    Change vs previous 13F +84,201 shares

    1.47% of the 13F portfolio, value $55,914,184.

    13F-HR 0001951757-25-000037 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 567,910 shares
    • Wealthcare Capital Partners, LLC: 36,895 shares

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

  8. period ended2024-09-30
    13F 520,604 shares
    Change vs previous 13F not available

    1.46% of the 13F portfolio, value $51,081,640.

    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).