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Wealthcare Advisory Partners LLC: JAAA position timeline

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

Wealthcare Advisory Partners LLC held 162,972 JAAA 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 162,972 shares
    Change vs previous 13F -165,694 shares

    0.15% of the 13F portfolio, value $8,228,463.

    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: 142,568 shares
    • Wealthcare Capital Partners, LLC: 20,404 shares

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

  2. period ended2026-03-31
    13F 328,666 shares
    Change vs previous 13F +28,533 shares

    0.31% of the 13F portfolio, value $16,554,882.

    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: 311,305 shares
    • Wealthcare Capital Partners, LLC: 17,361 shares

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

  3. period ended2025-12-31
    13F 300,133 shares
    Change vs previous 13F +22,718 shares

    0.29% of the 13F portfolio, value $15,180,743.

    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: 286,931 shares
    • Wealthcare Capital Partners, LLC: 13,202 shares

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

  4. period ended2025-09-30
    13F 277,415 shares
    Change vs previous 13F +9,316 shares

    0.28% of the 13F portfolio, value $14,087,134.

    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: 267,781 shares
    • Wealthcare Capital Partners, LLC: 9,634 shares

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

  5. period ended2025-06-30
    13F 268,099 shares
    Change vs previous 13F -6,088 shares

    0.3% of the 13F portfolio, value $13,606,042.

    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: 262,746 shares
    • Wealthcare Capital Partners, LLC: 5,353 shares

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

  6. period ended2025-03-31
    13F 274,187 shares
    Change vs previous 13F +41,144 shares

    0.35% of the 13F portfolio, value $13,904,015.

    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: 269,986 shares
    • Wealthcare Capital Partners, LLC: 4,201 shares

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

  7. period ended2024-12-31
    13F 233,043 shares
    Change vs previous 13F +55,890 shares

    0.31% of the 13F portfolio, value $11,817,626.

    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: 229,018 shares
    • Wealthcare Capital Partners, LLC: 4,025 shares

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

  8. period ended2024-09-30
    13F 177,153 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $9,013,556.

    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).