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Wealthcare Advisory Partners LLC: QUAL position timeline

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

Wealthcare Advisory Partners LLC held 54,665 QUAL 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 54,665 shares
    Change vs previous 13F +2,492 shares

    0.22% of the 13F portfolio, value $11,995,016.

    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: 53,676 shares
    • Wealthcare Capital Partners, LLC: 989 shares

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

  2. period ended2026-03-31
    13F 52,173 shares
    Change vs previous 13F -9,166 shares

    0.19% of the 13F portfolio, value $10,007,395.

    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 61,339 shares
    Change vs previous 13F -220 shares

    0.24% of the 13F portfolio, value $12,183,134.

    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 61,559 shares
    Change vs previous 13F +809 shares

    0.25% of the 13F portfolio, value $11,973,258.

    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 60,750 shares
    Change vs previous 13F +3,611 shares

    0.25% of the 13F portfolio, value $11,106,381.

    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 57,139 shares
    Change vs previous 13F -699 shares

    0.26% of the 13F portfolio, value $9,764,498.

    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 57,838 shares
    Change vs previous 13F -1,946 shares

    0.29% of the 13F portfolio, value $10,299,802.

    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 59,784 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $10,719,341.

    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).