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Wealthcare Advisory Partners LLC: SCHH position timeline

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

Wealthcare Advisory Partners LLC held 137,744 SCHH 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 137,744 shares
    Change vs previous 13F +13,660 shares

    0.06% of the 13F portfolio, value $3,261,773.

    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 124,084 shares
    Change vs previous 13F +58,129 shares

    0.05% of the 13F portfolio, value $2,666,561.

    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 65,955 shares
    Change vs previous 13F -1,942 shares

    0.03% of the 13F portfolio, value $1,377,791.

    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 67,897 shares
    Change vs previous 13F +171 shares

    0.03% of the 13F portfolio, value $1,464,534.

    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 67,726 shares
    Change vs previous 13F +19,051 shares

    0.03% of the 13F portfolio, value $1,433,080.

    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 48,675 shares
    Change vs previous 13F -819 shares

    0.03% of the 13F portfolio, value $1,046,996.

    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 49,494 shares
    Change vs previous 13F -90 shares

    0.03% of the 13F portfolio, value $1,042,345.

    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 49,584 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,148,854.

    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).