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Wealthcare Advisory Partners LLC: IUSG position timeline

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

Wealthcare Advisory Partners LLC held 20,021 IUSG 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 20,021 shares
    Change vs previous 13F -400 shares

    0.07% of the 13F portfolio, value $3,765,749.

    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 20,421 shares
    Change vs previous 13F -15,090 shares

    0.06% of the 13F portfolio, value $3,167,513.

    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 35,511 shares
    Change vs previous 13F -5,416 shares

    0.12% of the 13F portfolio, value $5,963,753.

    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 40,927 shares
    Change vs previous 13F +13,111 shares

    0.14% of the 13F portfolio, value $6,734,077.

    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 27,816 shares
    Change vs previous 13F -1,791 shares

    0.1% of the 13F portfolio, value $4,183,572.

    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 29,607 shares
    Change vs previous 13F +2,086 shares

    0.1% of the 13F portfolio, value $3,762,394.

    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 27,521 shares
    Change vs previous 13F -399 shares

    0.11% of the 13F portfolio, value $3,835,098.

    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 27,920 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $3,682,895.

    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).