Skip to content
Disclosery

Wealthcare Advisory Partners LLC: MUB position timeline

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

Wealthcare Advisory Partners LLC held 587,413 MUB 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 587,413 shares
    Change vs previous 13F +54,222 shares

    1.15% of the 13F portfolio, value $63,217,428.

    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: 576,272 shares
    • Wealthcare Capital Partners, LLC: 11,141 shares

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

  2. period ended2026-03-31
    13F 533,191 shares
    Change vs previous 13F -10,130 shares

    1.06% of the 13F portfolio, value $56,598,250.

    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: 522,191 shares
    • Wealthcare Capital Partners, LLC: 11,000 shares

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

  3. period ended2025-12-31
    13F 543,321 shares
    Change vs previous 13F +66,718 shares

    1.1% of the 13F portfolio, value $58,195,096.

    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: 533,437 shares
    • Wealthcare Capital Partners, LLC: 9,884 shares

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

  4. period ended2025-09-30
    13F 476,603 shares
    Change vs previous 13F +49,579 shares

    1.01% of the 13F portfolio, value $50,753,471.

    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: 466,899 shares
    • Wealthcare Capital Partners, LLC: 9,704 shares

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

  5. period ended2025-06-30
    13F 427,024 shares
    Change vs previous 13F -136,581 shares

    0.97% of the 13F portfolio, value $44,615,452.

    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: 418,829 shares
    • Wealthcare Capital Partners, LLC: 8,195 shares

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

  6. period ended2025-03-31
    13F 563,605 shares
    Change vs previous 13F -12,731 shares

    1.52% of the 13F portfolio, value $59,426,482.

    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: 553,978 shares
    • Wealthcare Capital Partners, LLC: 9,627 shares

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

  7. period ended2024-12-31
    13F 576,336 shares
    Change vs previous 13F +116,299 shares

    1.62% of the 13F portfolio, value $61,408,619.

    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: 565,380 shares
    • Wealthcare Capital Partners, LLC: 10,956 shares

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

  8. period ended2024-09-30
    13F 460,037 shares
    Change vs previous 13F not available

    1.42% of the 13F portfolio, value $49,973,838.

    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).