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Wealthcare Advisory Partners LLC: KMLM position timeline

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

Wealthcare Advisory Partners LLC held 0 KMLM shares at 2025-12-31 per its 13F-HR filed 2026-01-14.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -135,402 shares

    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: 0 shares
    • Wealthcare Capital Partners, LLC: 0 shares

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 135,402 shares
    Change vs previous 13F +10,088 shares

    0.07% of the 13F portfolio, value $3,646,372.

    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: 97,110 shares
    • Wealthcare Capital Partners, LLC: 38,292 shares

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

  3. period ended2025-06-30
    13F 125,314 shares
    Change vs previous 13F +137 shares

    0.07% of the 13F portfolio, value $3,305,023.

    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: 91,202 shares
    • Wealthcare Capital Partners, LLC: 34,112 shares

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

  4. period ended2025-03-31
    13F 125,177 shares
    Change vs previous 13F -194,379 shares

    0.09% of the 13F portfolio, value $3,414,819.

    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: 92,919 shares
    • Wealthcare Capital Partners, LLC: 32,258 shares

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

  5. period ended2024-12-31
    13F 319,556 shares
    Change vs previous 13F +58,626 shares

    0.24% of the 13F portfolio, value $8,979,536.

    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: 241,089 shares
    • Wealthcare Capital Partners, LLC: 78,467 shares

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

  6. period ended2024-09-30
    13F 260,930 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $7,626,995.

    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).