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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

  1. period ended2026-06-30
    13F 18,681 shares
    Change 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), ingested

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

  2. period ended2026-03-31
    13F 17,624 shares
    Change 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), ingested

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

  3. period ended2025-12-31
    13F 16,771 shares
    Change 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), ingested

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

  4. period ended2025-09-30
    13F 16,460 shares
    Change 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), ingested

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

  5. period ended2025-06-30
    13F 14,861 shares
    Change 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), ingested

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

  6. period ended2025-03-31
    13F 12,906 shares
    Change 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), ingested

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

  7. period ended2024-12-31
    13F 10,904 shares
    Change 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), ingested

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