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Wealthcare Advisory Partners LLC: IXUS position timeline

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

Wealthcare Advisory Partners LLC held 145,483 IXUS 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 145,483 shares
    Change vs previous 13F +9,995 shares

    0.25% of the 13F portfolio, value $13,884,862.

    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: 140,901 shares
    • Wealthcare Capital Partners, LLC: 4,582 shares

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

  2. period ended2026-03-31
    13F 135,488 shares
    Change vs previous 13F +36,625 shares

    0.22% of the 13F portfolio, value $11,738,648.

    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: 130,778 shares
    • Wealthcare Capital Partners, LLC: 4,710 shares

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

  3. period ended2025-12-31
    13F 98,863 shares
    Change vs previous 13F +27,465 shares

    0.16% of the 13F portfolio, value $8,367,732.

    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: 94,066 shares
    • Wealthcare Capital Partners, LLC: 4,797 shares

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

  4. period ended2025-09-30
    13F 71,398 shares
    Change vs previous 13F +14,450 shares

    0.12% of the 13F portfolio, value $5,896,078.

    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: 66,606 shares
    • Wealthcare Capital Partners, LLC: 4,792 shares

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

  5. period ended2025-06-30
    13F 56,948 shares
    Change vs previous 13F +15,343 shares

    0.1% of the 13F portfolio, value $4,402,700.

    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: 52,156 shares
    • Wealthcare Capital Partners, LLC: 4,792 shares

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

  6. period ended2025-03-31
    13F 41,605 shares
    Change vs previous 13F -1,359 shares

    0.07% of the 13F portfolio, value $2,904,426.

    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: 35,563 shares
    • Wealthcare Capital Partners, LLC: 6,042 shares

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

  7. period ended2024-12-31
    13F 42,964 shares
    Change vs previous 13F +7,093 shares

    0.07% of the 13F portfolio, value $2,841,621.

    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: 35,806 shares
    • Wealthcare Capital Partners, LLC: 7,158 shares

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

  8. period ended2024-09-30
    13F 35,871 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $2,605,318.

    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).