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Wealthcare Advisory Partners LLC: PEP position timeline

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

Wealthcare Advisory Partners LLC held 11,006 PEP 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 11,006 shares
    Change vs previous 13F -4,620 shares

    0.03% of the 13F portfolio, value $1,490,231.

    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 15,626 shares
    Change vs previous 13F +3,444 shares

    0.05% of the 13F portfolio, value $2,426,602.

    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 12,182 shares
    Change vs previous 13F -2,502 shares

    0.03% of the 13F portfolio, value $1,748,329.

    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 14,684 shares
    Change vs previous 13F -1,906 shares

    0.04% of the 13F portfolio, value $2,062,255.

    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 16,590 shares
    Change vs previous 13F +2,046 shares

    0.05% of the 13F portfolio, value $2,190,531.

    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 14,544 shares
    Change vs previous 13F +35 shares

    0.06% of the 13F portfolio, value $2,180,725.

    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 14,509 shares
    Change vs previous 13F -3,400 shares

    0.06% of the 13F portfolio, value $2,206,200.

    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 17,909 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $3,045,404.

    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).