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Wealthcare Advisory Partners LLC: PFXF position timeline

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

Wealthcare Advisory Partners LLC held 232,180 PFXF 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 232,180 shares
    Change vs previous 13F +13,495 shares

    0.08% of the 13F portfolio, value $4,142,085.

    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 218,685 shares
    Change vs previous 13F +5,765 shares

    0.07% of the 13F portfolio, value $3,835,736.

    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 212,920 shares
    Change vs previous 13F +2,949 shares

    0.07% of the 13F portfolio, value $3,760,159.

    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 209,971 shares
    Change vs previous 13F -4,610 shares

    0.08% of the 13F portfolio, value $3,731,186.

    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 214,581 shares
    Change vs previous 13F +20,935 shares

    0.08% of the 13F portfolio, value $3,673,628.

    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 193,646 shares
    Change vs previous 13F +20,645 shares

    0.09% of the 13F portfolio, value $3,245,510.

    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 173,001 shares
    Change vs previous 13F +14,249 shares

    0.08% of the 13F portfolio, value $2,984,269.

    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 158,752 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,898,814.

    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).