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Wealthcare Advisory Partners LLC: LMBS position timeline

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

Wealthcare Advisory Partners LLC held 64,986 LMBS 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 64,986 shares
    Change vs previous 13F +4,556 shares

    0.06% of the 13F portfolio, value $3,235,005.

    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 60,430 shares
    Change vs previous 13F +5,141 shares

    0.06% of the 13F portfolio, value $3,010,036.

    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 55,289 shares
    Change vs previous 13F +560 shares

    0.05% of the 13F portfolio, value $2,763,922.

    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 54,729 shares
    Change vs previous 13F +1,897 shares

    0.06% of the 13F portfolio, value $2,724,950.

    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 52,832 shares
    Change vs previous 13F +2,313 shares

    0.06% of the 13F portfolio, value $2,602,509.

    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 50,519 shares
    Change vs previous 13F +8,810 shares

    0.07% of the 13F portfolio, value $2,483,522.

    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 41,709 shares
    Change vs previous 13F -660 shares

    0.06% of the 13F portfolio, value $2,029,956.

    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 42,369 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $2,093,470.

    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).