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Wealthcare Advisory Partners LLC: PBDC position timeline

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

Wealthcare Advisory Partners LLC held 18,122 PBDC 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 18,122 shares
    Change vs previous 13F +608 shares

    0.01% of the 13F portfolio, value $493,088.

    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 17,514 shares
    Change vs previous 13F +2,530 shares

    0.01% of the 13F portfolio, value $483,039.

    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 14,984 shares
    Change vs previous 13F -23,616 shares

    0.01% of the 13F portfolio, value $458,514.

    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 38,600 shares
    Change vs previous 13F -3,846 shares

    0.03% of the 13F portfolio, value $1,226,706.

    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 42,446 shares
    Change vs previous 13F +4,781 shares

    0.03% of the 13F portfolio, value $1,436,377.

    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 37,665 shares
    Change vs previous 13F +8,516 shares

    0.04% of the 13F portfolio, value $1,305,452.

    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 29,149 shares
    Change vs previous 13F +486 shares

    0.03% of the 13F portfolio, value $1,003,311.

    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 28,663 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $968,521.

    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).