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Wealthcare Advisory Partners LLC: IWB position timeline

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

Wealthcare Advisory Partners LLC held 47,842 IWB 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 47,842 shares
    Change vs previous 13F -945 shares

    0.36% of the 13F portfolio, value $19,591,099.

    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: 46,059 shares
    • Wealthcare Capital Partners, LLC: 1,783 shares

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

  2. period ended2026-03-31
    13F 48,787 shares
    Change vs previous 13F +3,556 shares

    0.32% of the 13F portfolio, value $17,395,652.

    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: 47,428 shares
    • Wealthcare Capital Partners, LLC: 1,359 shares

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

  3. period ended2025-12-31
    13F 45,231 shares
    Change vs previous 13F -577 shares

    0.32% of the 13F portfolio, value $16,891,111.

    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: 44,467 shares
    • Wealthcare Capital Partners, LLC: 764 shares

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

  4. period ended2025-09-30
    13F 45,808 shares
    Change vs previous 13F -1,157 shares

    0.33% of the 13F portfolio, value $16,741,851.

    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: 45,042 shares
    • Wealthcare Capital Partners, LLC: 766 shares

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

  5. period ended2025-06-30
    13F 46,965 shares
    Change vs previous 13F +7,455 shares

    0.35% of the 13F portfolio, value $15,948,045.

    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: 46,149 shares
    • Wealthcare Capital Partners, LLC: 816 shares

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

  6. period ended2025-03-31
    13F 39,510 shares
    Change vs previous 13F +12,856 shares

    0.33% of the 13F portfolio, value $12,119,214.

    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 26,654 shares
    Change vs previous 13F -1,158 shares

    0.24% of the 13F portfolio, value $8,586,960.

    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 27,812 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $8,743,749.

    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).