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Wealthcare Advisory Partners LLC: MA position timeline

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

Wealthcare Advisory Partners LLC held 9,018 MA 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 9,018 shares
    Change vs previous 13F -577 shares

    0.08% of the 13F portfolio, value $4,631,568.

    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: 8,431 shares
    • Wealthcare Capital Partners, LLC: 587 shares

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

  2. period ended2026-03-31
    13F 9,595 shares
    Change vs previous 13F +173 shares

    0.09% of the 13F portfolio, value $4,794,367.

    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: 9,013 shares
    • Wealthcare Capital Partners, LLC: 582 shares

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

  3. period ended2025-12-31
    13F 9,422 shares
    Change vs previous 13F +1,790 shares

    0.1% of the 13F portfolio, value $5,378,517.

    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: 8,772 shares
    • Wealthcare Capital Partners, LLC: 650 shares

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

  4. period ended2025-09-30
    13F 7,632 shares
    Change vs previous 13F +120 shares

    0.09% of the 13F portfolio, value $4,340,775.

    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: 6,986 shares
    • Wealthcare Capital Partners, LLC: 646 shares

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

  5. period ended2025-06-30
    13F 7,512 shares
    Change vs previous 13F +51 shares

    0.09% of the 13F portfolio, value $4,221,411.

    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: 6,872 shares
    • Wealthcare Capital Partners, LLC: 640 shares

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

  6. period ended2025-03-31
    13F 7,461 shares
    Change vs previous 13F +212 shares

    0.1% of the 13F portfolio, value $4,089,551.

    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: 6,819 shares
    • Wealthcare Capital Partners, LLC: 642 shares

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

  7. period ended2024-12-31
    13F 7,249 shares
    Change vs previous 13F +928 shares

    0.1% of the 13F portfolio, value $3,817,057.

    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: 6,607 shares
    • Wealthcare Capital Partners, LLC: 642 shares

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

  8. period ended2024-09-30
    13F 6,321 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $3,121,210.

    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).