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Disclosery

Wealthcare Advisory Partners LLC: PDI position timeline

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

Wealthcare Advisory Partners LLC held 436,792 PDI 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 436,792 shares
    Change vs previous 13F -1,100 shares

    0.14% of the 13F portfolio, value $7,294,424.

    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 437,892 shares
    Change vs previous 13F +25,891 shares

    0.15% of the 13F portfolio, value $7,492,326.

    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 412,001 shares
    Change vs previous 13F -3,807 shares

    0.14% of the 13F portfolio, value $7,296,537.

    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 415,808 shares
    Change vs previous 13F +16,653 shares

    0.17% of the 13F portfolio, value $8,232,990.

    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 399,155 shares
    Change vs previous 13F +36,310 shares

    0.17% of the 13F portfolio, value $7,571,970.

    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 362,845 shares
    Change vs previous 13F +24,511 shares

    0.19% of the 13F portfolio, value $7,184,325.

    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 338,334 shares
    Change vs previous 13F +29,245 shares

    0.17% of the 13F portfolio, value $6,205,052.

    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 309,089 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $6,265,239.

    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).