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Wealthcare Advisory Partners LLC: PH position timeline

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

Wealthcare Advisory Partners LLC held 856 PH 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 856 shares
    Change vs previous 13F -3,595 shares

    0.02% of the 13F portfolio, value $837,162.

    13F-HR 0001951757-26-000988 filed by Wealthcare Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 214 shares
    • Wealthcare Capital Partners, LLC: 642 shares

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

  2. period ended2026-03-31
    13F 4,451 shares
    Change vs previous 13F -11 shares

    0.07% of the 13F portfolio, value $3,985,086.

    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: 3,811 shares
    • Wealthcare Capital Partners, LLC: 640 shares

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

  3. period ended2025-12-31
    13F 4,462 shares
    Change vs previous 13F -727 shares

    0.07% of the 13F portfolio, value $3,922,065.

    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: 3,823 shares
    • Wealthcare Capital Partners, LLC: 639 shares

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

  4. period ended2025-09-30
    13F 5,189 shares
    Change vs previous 13F -213 shares

    0.08% of the 13F portfolio, value $3,933,967.

    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: 4,551 shares
    • Wealthcare Capital Partners, LLC: 638 shares

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

  5. period ended2025-06-30
    13F 5,402 shares
    Change vs previous 13F -21 shares

    0.08% of the 13F portfolio, value $3,773,457.

    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: 4,759 shares
    • Wealthcare Capital Partners, LLC: 643 shares

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

  6. period ended2025-03-31
    13F 5,423 shares
    Change vs previous 13F -237 shares

    0.08% of the 13F portfolio, value $3,296,258.

    13F-HR 0001951757-25-000364 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 4,774 shares
    • Wealthcare Capital Partners, LLC: 649 shares

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

  7. period ended2024-12-31
    13F 5,660 shares
    Change vs previous 13F +574 shares

    0.09% of the 13F portfolio, value $3,600,087.

    13F-HR 0001951757-25-000037 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 5,037 shares
    • Wealthcare Capital Partners, LLC: 623 shares

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

  8. period ended2024-09-30
    13F 5,086 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $3,213,437.

    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).