Skip to content
Disclosery

Wealthcare Advisory Partners LLC: IWY position timeline

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

Wealthcare Advisory Partners LLC held 34,206 IWY 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 34,206 shares
    Change vs previous 13F -546 shares

    0.19% of the 13F portfolio, value $9,940,929.

    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 34,752 shares
    Change vs previous 13F -43,912 shares

    0.17% of the 13F portfolio, value $8,647,581.

    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 78,664 shares
    Change vs previous 13F +48 shares

    0.43% of the 13F portfolio, value $21,785,234.

    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 78,616 shares
    Change vs previous 13F -1,989 shares

    0.45% of the 13F portfolio, value $21,513,388.

    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 80,605 shares
    Change vs previous 13F +44,504 shares

    0.45% of the 13F portfolio, value $19,869,846.

    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 36,101 shares
    Change vs previous 13F -71,717 shares

    0.2% of the 13F portfolio, value $7,615,152.

    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 107,818 shares
    Change vs previous 13F -1,084 shares

    0.7% of the 13F portfolio, value $25,366,315.

    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 108,902 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $23,963,782.

    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).