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Wealthcare Advisory Partners LLC: IVV position timeline

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

Wealthcare Advisory Partners LLC held 60,733 IVV 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 60,733 shares
    Change vs previous 13F -6,480 shares

    0.82% of the 13F portfolio, value $45,482,705.

    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: 60,420 shares
    • Wealthcare Capital Partners, LLC: 313 shares

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

  2. period ended2026-03-31
    13F 67,213 shares
    Change vs previous 13F +287 shares

    0.85% of the 13F portfolio, value $43,904,430.

    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 66,926 shares
    Change vs previous 13F +1,731 shares

    0.9% of the 13F portfolio, value $45,840,366.

    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 65,195 shares
    Change vs previous 13F +1,412 shares

    0.91% of the 13F portfolio, value $43,634,749.

    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 63,783 shares
    Change vs previous 13F +4,083 shares

    0.9% of the 13F portfolio, value $39,602,788.

    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 59,700 shares
    Change vs previous 13F +18,565 shares

    0.9% of the 13F portfolio, value $33,545,463.

    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 41,135 shares
    Change vs previous 13F -2,352 shares

    0.67% of the 13F portfolio, value $24,215,340.

    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 43,487 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $25,084,299.

    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).