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Wealthcare Advisory Partners LLC: PVI position timeline

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

Wealthcare Advisory Partners LLC held 100,440 PVI 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 100,440 shares
    Change vs previous 13F -33,731 shares

    0.05% of the 13F portfolio, value $2,499,453.

    13F-HR 0001951757-26-000979 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 86,297 shares
    • Wealthcare Capital Partners, LLC: 14,143 shares

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

  2. period ended2026-03-31
    13F 134,171 shares
    Change vs previous 13F +54,874 shares

    0.06% of the 13F portfolio, value $3,336,844.

    13F-HR 0001951757-26-000595 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 115,796 shares
    • Wealthcare Capital Partners, LLC: 18,375 shares

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

  3. period ended2025-12-31
    13F 79,297 shares
    Change vs previous 13F +24,302 shares

    0.04% of the 13F portfolio, value $1,976,088.

    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 54,995 shares
    Change vs previous 13F +12,076 shares

    0.03% of the 13F portfolio, value $1,365,532.

    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 42,919 shares
    Change vs previous 13F -4,285 shares

    0.02% of the 13F portfolio, value $1,063,820.

    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 47,204 shares
    Change vs previous 13F -4,666 shares

    0.03% of the 13F portfolio, value $1,171,832.

    13F-HR 0001951757-25-000364 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 47,204 shares
    • Wealthcare Capital Partners, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 51,870 shares
    Change vs previous 13F +12,519 shares

    0.03% of the 13F portfolio, value $1,281,708.

    13F-HR 0001951757-25-000037 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 42,876 shares
    • Wealthcare Capital Partners, LLC: 8,994 shares

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

  8. period ended2024-09-30
    13F 39,351 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $978,063.

    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).