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Disclosery

Wealthcare Advisory Partners LLC: IWO position timeline

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

Wealthcare Advisory Partners LLC held 3,780 IWO 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 3,780 shares
    Change vs previous 13F -205 shares

    0.03% of the 13F portfolio, value $1,489,251.

    13F-HR 0001951757-26-000979 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).

  2. period ended2026-03-31
    13F 3,985 shares
    Change vs previous 13F -2,369 shares

    0.02% of the 13F portfolio, value $1,250,465.

    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 6,354 shares
    Change vs previous 13F -128 shares

    0.04% of the 13F portfolio, value $2,052,296.

    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 6,482 shares
    Change vs previous 13F +122 shares

    0.04% of the 13F portfolio, value $2,074,590.

    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 6,360 shares
    Change vs previous 13F -730 shares

    0.04% of the 13F portfolio, value $1,817,949.

    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 7,090 shares
    Change vs previous 13F +695 shares

    0.05% of the 13F portfolio, value $1,811,674.

    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 6,395 shares
    Change vs previous 13F -662 shares

    0.05% of the 13F portfolio, value $1,840,746.

    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 7,057 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $2,004,278.

    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).