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Wealthcare Advisory Partners LLC: PM position timeline

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

Wealthcare Advisory Partners LLC held 11,259 PM 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 11,259 shares
    Change vs previous 13F -5,838 shares

    0.04% of the 13F portfolio, value $2,036,846.

    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 17,097 shares
    Change vs previous 13F +3,569 shares

    0.05% of the 13F portfolio, value $2,826,788.

    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 13,528 shares
    Change vs previous 13F -6,789 shares

    0.04% of the 13F portfolio, value $2,169,945.

    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 20,317 shares
    Change vs previous 13F +2,946 shares

    0.07% of the 13F portfolio, value $3,295,460.

    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 17,371 shares
    Change vs previous 13F +553 shares

    0.07% of the 13F portfolio, value $3,163,832.

    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 16,818 shares
    Change vs previous 13F +203 shares

    0.07% of the 13F portfolio, value $2,669,564.

    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 16,615 shares
    Change vs previous 13F -100 shares

    0.06% of the 13F portfolio, value $1,999,603.

    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 16,715 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $2,029,149.

    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).