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Wealthcare Advisory Partners LLC: PHYS position timeline

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

Wealthcare Advisory Partners LLC held 545,634 PHYS 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 545,634 shares
    Change vs previous 13F +6,593 shares

    0.31% of the 13F portfolio, value $16,461,778.

    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 539,041 shares
    Change vs previous 13F +32,560 shares

    0.37% of the 13F portfolio, value $19,103,613.

    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 506,481 shares
    Change vs previous 13F +955 shares

    0.33% of the 13F portfolio, value $16,724,003.

    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 505,526 shares
    Change vs previous 13F +17,368 shares

    0.31% of the 13F portfolio, value $14,973,680.

    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 488,158 shares
    Change vs previous 13F -53,546 shares

    0.28% of the 13F portfolio, value $12,374,805.

    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 541,704 shares
    Change vs previous 13F +418,273 shares

    0.35% of the 13F portfolio, value $13,033,398.

    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 123,431 shares
    Change vs previous 13F -3,923 shares

    0.07% of the 13F portfolio, value $2,485,900.

    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 127,354 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $2,595,475.

    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).