Skip to content
Disclosery

Wealthcare Advisory Partners LLC: IVE position timeline

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

Wealthcare Advisory Partners LLC held 8,407 IVE 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 8,407 shares
    Change vs previous 13F -1,361 shares

    0.04% of the 13F portfolio, value $1,909,001.

    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 9,768 shares
    Change vs previous 13F -1,093 shares

    0.04% of the 13F portfolio, value $2,062,590.

    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 10,861 shares
    Change vs previous 13F +2,216 shares

    0.05% of the 13F portfolio, value $2,303,346.

    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 8,645 shares
    Change vs previous 13F -446 shares

    0.04% of the 13F portfolio, value $1,785,333.

    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 9,091 shares
    Change vs previous 13F +184 shares

    0.04% of the 13F portfolio, value $1,776,540.

    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 8,907 shares
    Change vs previous 13F +526 shares

    0.05% of the 13F portfolio, value $1,697,431.

    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 8,381 shares
    Change vs previous 13F -206 shares

    0.04% of the 13F portfolio, value $1,599,849.

    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 8,587 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,693,095.

    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).