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Wealthcare Advisory Partners LLC: IWM position timeline

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

Wealthcare Advisory Partners LLC held 19,368 IWM 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 19,368 shares
    Change vs previous 13F -7,951 shares

    0.11% of the 13F portfolio, value $5,819,053.

    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: 17,230 shares
    • Wealthcare Capital Partners, LLC: 2,138 shares

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

  2. period ended2026-03-31
    13F 27,319 shares
    Change vs previous 13F +7,203 shares

    0.13% of the 13F portfolio, value $6,775,276.

    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: 25,729 shares
    • Wealthcare Capital Partners, LLC: 1,590 shares

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

  3. period ended2025-12-31
    13F 20,116 shares
    Change vs previous 13F -90 shares

    0.09% of the 13F portfolio, value $4,951,965.

    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: 18,529 shares
    • Wealthcare Capital Partners, LLC: 1,587 shares

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

  4. period ended2025-09-30
    13F 20,206 shares
    Change vs previous 13F -2,703 shares

    0.1% of the 13F portfolio, value $4,888,965.

    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: 18,653 shares
    • Wealthcare Capital Partners, LLC: 1,553 shares

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

  5. period ended2025-06-30
    13F 22,909 shares
    Change vs previous 13F +477 shares

    0.11% of the 13F portfolio, value $4,943,520.

    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: 21,502 shares
    • Wealthcare Capital Partners, LLC: 1,407 shares

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

  6. period ended2025-03-31
    13F 22,432 shares
    Change vs previous 13F -3,867 shares

    0.11% of the 13F portfolio, value $4,474,962.

    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: 20,901 shares
    • Wealthcare Capital Partners, LLC: 1,531 shares

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

  7. period ended2024-12-31
    13F 26,299 shares
    Change vs previous 13F +3,006 shares

    0.15% of the 13F portfolio, value $5,811,039.

    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: 24,617 shares
    • Wealthcare Capital Partners, LLC: 1,682 shares

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

  8. period ended2024-09-30
    13F 23,293 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $5,145,298.

    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).