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Wealthcare Advisory Partners LLC: IWF position timeline

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

Wealthcare Advisory Partners LLC held 88,001 IWF 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 88,001 shares
    Change vs previous 13F +65,905 shares

    0.2% of the 13F portfolio, value $10,927,081.

    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: 85,081 shares
    • Wealthcare Capital Partners, LLC: 2,920 shares

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

  2. period ended2026-03-31
    13F 22,096 shares
    Change vs previous 13F +765 shares

    0.18% of the 13F portfolio, value $9,421,583.

    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: 21,457 shares
    • Wealthcare Capital Partners, LLC: 639 shares

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

  3. period ended2025-12-31
    13F 21,331 shares
    Change vs previous 13F -899 shares

    0.19% of the 13F portfolio, value $10,096,130.

    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: 20,728 shares
    • Wealthcare Capital Partners, LLC: 603 shares

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

  4. period ended2025-09-30
    13F 22,230 shares
    Change vs previous 13F +291 shares

    0.21% of the 13F portfolio, value $10,412,925.

    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: 21,627 shares
    • Wealthcare Capital Partners, LLC: 603 shares

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

  5. period ended2025-06-30
    13F 21,939 shares
    Change vs previous 13F +4,634 shares

    0.2% of the 13F portfolio, value $9,314,784.

    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: 21,336 shares
    • Wealthcare Capital Partners, LLC: 603 shares

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

  6. period ended2025-03-31
    13F 17,305 shares
    Change vs previous 13F +1,892 shares

    0.16% of the 13F portfolio, value $6,248,760.

    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: 16,699 shares
    • Wealthcare Capital Partners, LLC: 606 shares

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

  7. period ended2024-12-31
    13F 15,413 shares
    Change vs previous 13F +183 shares

    0.17% of the 13F portfolio, value $6,189,584.

    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 15,230 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $5,716,936.

    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).