Wealthcare Advisory Partners LLC: PNW position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wealthcare Advisory Partners LLC on PNW, newest first. How the timeline and the estimate are built.
Wealthcare Advisory Partners LLC held 18,681 PNW shares at 2026-06-30 per its 13F-HR filed 2026-07-09.
the latest 13F is the newest step
- period ended2026-06-3013F 18,681 sharesChange vs previous 13F +1,057 shares
0.04% of the 13F portfolio, value $1,998,887.
13F-HR 0001951757-26-000979 filed by Wealthcare Advisory Partners LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 17,624 sharesChange vs previous 13F +853 shares
0.03% of the 13F portfolio, value $1,775,568.
13F-HR 0001951757-26-000595 filed by Wealthcare Advisory Partners LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 16,771 sharesChange vs previous 13F +311 shares
0.03% of the 13F portfolio, value $1,487,544.
13F-HR 0001951757-26-000085 filed by Wealthcare Advisory Partners LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 16,460 sharesChange vs previous 13F +1,599 shares
0.03% of the 13F portfolio, value $1,475,833.
13F-HR 0001951757-25-001337 filed by Wealthcare Advisory Partners LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 14,861 sharesChange vs previous 13F +1,955 shares
0.03% of the 13F portfolio, value $1,329,595.
13F-HR 0001951757-25-000905 filed by Wealthcare Advisory Partners LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 12,906 sharesChange vs previous 13F +2,002 shares
0.03% of the 13F portfolio, value $1,229,330.
13F-HR 0001951757-25-000364 filed by Wealthcare Advisory Partners LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 10,904 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $924,373.
13F-HR 0001951757-25-000037 filed by Wealthcare Advisory Partners LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).