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Wealthcare Advisory Partners LLC: PVAL position timeline

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

Wealthcare Advisory Partners LLC held 58,677 PVAL 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 58,677 shares
    Change vs previous 13F +28,115 shares

    0.06% of the 13F portfolio, value $2,989,595.

    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 30,562 shares
    Change vs previous 13F +2,603 shares

    0.03% of the 13F portfolio, value $1,418,080.

    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 27,959 shares
    Change vs previous 13F +413 shares

    0.03% of the 13F portfolio, value $1,274,095.

    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 27,546 shares
    Change vs previous 13F -6,000 shares

    0.02% of the 13F portfolio, value $1,176,779.

    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 33,546 shares
    Change vs previous 13F -1,398 shares

    0.03% of the 13F portfolio, value $1,349,556.

    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 34,944 shares
    Change vs previous 13F +2,876 shares

    0.04% of the 13F portfolio, value $1,330,668.

    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 32,068 shares
    Change vs previous 13F +875 shares

    0.03% of the 13F portfolio, value $1,190,364.

    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 31,193 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,183,462.

    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).