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Disclosery

Wealthcare Advisory Partners LLC: SDY position timeline

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

Wealthcare Advisory Partners LLC held 15,185 SDY 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 15,185 shares
    Change vs previous 13F -718 shares

    0.04% of the 13F portfolio, value $2,310,909.

    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: 11,581 shares
    • Wealthcare Capital Partners, LLC: 3,604 shares

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

  2. period ended2026-03-31
    13F 15,903 shares
    Change vs previous 13F +97 shares

    0.04% of the 13F portfolio, value $2,320,814.

    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: 12,303 shares
    • Wealthcare Capital Partners, LLC: 3,600 shares

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

  3. period ended2025-12-31
    13F 15,806 shares
    Change vs previous 13F +459 shares

    0.04% of the 13F portfolio, value $2,199,508.

    13F-HR 0001951757-26-000085 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 12,227 shares
    • Wealthcare Capital Partners, LLC: 3,579 shares

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

  4. period ended2025-09-30
    13F 15,347 shares
    Change vs previous 13F +194 shares

    0.04% of the 13F portfolio, value $2,149,312.

    13F-HR 0001951757-25-001337 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 11,575 shares
    • Wealthcare Capital Partners, LLC: 3,772 shares

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

  5. period ended2025-06-30
    13F 15,153 shares
    Change vs previous 13F -20 shares

    0.04% of the 13F portfolio, value $2,056,693.

    13F-HR 0001951757-25-000905 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 11,400 shares
    • Wealthcare Capital Partners, LLC: 3,753 shares

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

  6. period ended2025-03-31
    13F 15,173 shares
    Change vs previous 13F +610 shares

    0.05% of the 13F portfolio, value $2,058,573.

    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: 11,329 shares
    • Wealthcare Capital Partners, LLC: 3,844 shares

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

  7. period ended2024-12-31
    13F 14,563 shares
    Change vs previous 13F +3,899 shares

    0.05% of the 13F portfolio, value $1,923,872.

    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: 10,738 shares
    • Wealthcare Capital Partners, LLC: 3,825 shares

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

  8. period ended2024-09-30
    13F 10,664 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,514,737.

    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).