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Disclosery

Wealthcare Advisory Partners LLC: IWD position timeline

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

Wealthcare Advisory Partners LLC held 46,455 IWD 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 46,455 shares
    Change vs previous 13F -1,229 shares

    0.2% of the 13F portfolio, value $11,262,000.

    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: 43,948 shares
    • Wealthcare Capital Partners, LLC: 2,507 shares

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

  2. period ended2026-03-31
    13F 47,684 shares
    Change vs previous 13F -1,776 shares

    0.19% of the 13F portfolio, value $10,188,760.

    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: 45,178 shares
    • Wealthcare Capital Partners, LLC: 2,506 shares

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

  3. period ended2025-12-31
    13F 49,460 shares
    Change vs previous 13F -3,061 shares

    0.2% of the 13F portfolio, value $10,403,569.

    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: 46,955 shares
    • Wealthcare Capital Partners, LLC: 2,505 shares

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

  4. period ended2025-09-30
    13F 52,521 shares
    Change vs previous 13F -1,464 shares

    0.21% of the 13F portfolio, value $10,692,752.

    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: 50,017 shares
    • Wealthcare Capital Partners, LLC: 2,504 shares

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

  5. period ended2025-06-30
    13F 53,985 shares
    Change vs previous 13F +26,634 shares

    0.23% of the 13F portfolio, value $10,485,542.

    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: 51,488 shares
    • Wealthcare Capital Partners, LLC: 2,497 shares

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

  6. period ended2025-03-31
    13F 27,351 shares
    Change vs previous 13F +1,805 shares

    0.13% of the 13F portfolio, value $5,146,322.

    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: 24,855 shares
    • Wealthcare Capital Partners, LLC: 2,496 shares

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

  7. period ended2024-12-31
    13F 25,546 shares
    Change vs previous 13F +1,495 shares

    0.12% of the 13F portfolio, value $4,729,367.

    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: 23,670 shares
    • Wealthcare Capital Partners, LLC: 1,876 shares

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

  8. period ended2024-09-30
    13F 24,051 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $4,564,861.

    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).