Skip to content
Disclosery

Wealthcare Advisory Partners LLC: IJR position timeline

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

Wealthcare Advisory Partners LLC held 162,012 IJR 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 162,012 shares
    Change vs previous 13F +16,376 shares

    0.46% of the 13F portfolio, value $24,028,022.

    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 145,636 shares
    Change vs previous 13F -44,179 shares

    0.35% of the 13F portfolio, value $18,104,061.

    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 189,815 shares
    Change vs previous 13F -58,330 shares

    0.45% of the 13F portfolio, value $22,811,951.

    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 248,145 shares
    Change vs previous 13F +7,961 shares

    0.61% of the 13F portfolio, value $29,487,094.

    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 240,184 shares
    Change vs previous 13F +39,373 shares

    0.6% of the 13F portfolio, value $26,249,713.

    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 200,811 shares
    Change vs previous 13F -58,743 shares

    0.56% of the 13F portfolio, value $20,998,820.

    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 259,554 shares
    Change vs previous 13F +1,759 shares

    0.83% of the 13F portfolio, value $29,905,805.

    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 257,795 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $30,151,691.

    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).