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Wealthcare Advisory Partners LLC: PFF position timeline

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

Wealthcare Advisory Partners LLC held 101,442 PFF 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 101,442 shares
    Change vs previous 13F +4,001 shares

    0.06% of the 13F portfolio, value $3,092,955.

    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: 65,144 shares
    • Wealthcare Capital Partners, LLC: 36,298 shares

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

  2. period ended2026-03-31
    13F 97,441 shares
    Change vs previous 13F +7,887 shares

    0.06% of the 13F portfolio, value $2,954,396.

    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: 66,281 shares
    • Wealthcare Capital Partners, LLC: 31,160 shares

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

  3. period ended2025-12-31
    13F 89,554 shares
    Change vs previous 13F -12,385 shares

    0.05% of the 13F portfolio, value $2,772,579.

    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: 64,673 shares
    • Wealthcare Capital Partners, LLC: 24,881 shares

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

  4. period ended2025-09-30
    13F 101,939 shares
    Change vs previous 13F +25,660 shares

    0.06% of the 13F portfolio, value $3,223,316.

    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: 83,377 shares
    • Wealthcare Capital Partners, LLC: 18,562 shares

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

  5. period ended2025-06-30
    13F 76,279 shares
    Change vs previous 13F +17,381 shares

    0.05% of the 13F portfolio, value $2,340,225.

    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: 64,504 shares
    • Wealthcare Capital Partners, LLC: 11,775 shares

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

  6. period ended2025-03-31
    13F 58,898 shares
    Change vs previous 13F +4,118 shares

    0.05% of the 13F portfolio, value $1,809,942.

    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 54,780 shares
    Change vs previous 13F +2,451 shares

    0.05% of the 13F portfolio, value $1,722,290.

    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 52,329 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,738,878.

    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).