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Wealthcare Advisory Partners LLC: ITOT position timeline

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

Wealthcare Advisory Partners LLC held 46,822 ITOT 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 46,822 shares
    Change vs previous 13F -1,238 shares

    0.14% of the 13F portfolio, value $7,691,492.

    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: 42,994 shares
    • Wealthcare Capital Partners, LLC: 3,828 shares

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

  2. period ended2026-03-31
    13F 48,060 shares
    Change vs previous 13F +17,144 shares

    0.13% of the 13F portfolio, value $6,845,209.

    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: 44,625 shares
    • Wealthcare Capital Partners, LLC: 3,435 shares

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

  3. period ended2025-12-31
    13F 30,916 shares
    Change vs previous 13F -493 shares

    0.09% of the 13F portfolio, value $4,596,939.

    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: 28,250 shares
    • Wealthcare Capital Partners, LLC: 2,666 shares

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

  4. period ended2025-09-30
    13F 31,409 shares
    Change vs previous 13F -16 shares

    0.09% of the 13F portfolio, value $4,574,664.

    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: 28,365 shares
    • Wealthcare Capital Partners, LLC: 3,044 shares

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

  5. period ended2025-06-30
    13F 31,425 shares
    Change vs previous 13F +354 shares

    0.09% of the 13F portfolio, value $4,243,646.

    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: 28,342 shares
    • Wealthcare Capital Partners, LLC: 3,083 shares

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

  6. period ended2025-03-31
    13F 31,071 shares
    Change vs previous 13F +5,884 shares

    0.1% of the 13F portfolio, value $3,790,934.

    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: 28,569 shares
    • Wealthcare Capital Partners, LLC: 2,502 shares

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

  7. period ended2024-12-31
    13F 25,187 shares
    Change vs previous 13F +921 shares

    0.09% of the 13F portfolio, value $3,239,550.

    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: 22,761 shares
    • Wealthcare Capital Partners, LLC: 2,426 shares

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

  8. period ended2024-09-30
    13F 24,266 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $3,048,278.

    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).