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Wealthcare Advisory Partners LLC: SGOV position timeline

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

Wealthcare Advisory Partners LLC held 10,190 SGOV 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 10,190 shares
    Change vs previous 13F -423,320 shares

    0.02% of the 13F portfolio, value $1,025,782.

    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: 10,190 shares
    • Wealthcare Capital Partners, LLC: 0 shares

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

  2. period ended2026-03-31
    13F 433,510 shares
    Change vs previous 13F +41,525 shares

    0.81% of the 13F portfolio, value $43,637,068.

    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: 430,576 shares
    • Wealthcare Capital Partners, LLC: 2,934 shares

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

  3. period ended2025-12-31
    13F 391,985 shares
    Change vs previous 13F +237,790 shares

    0.74% of the 13F portfolio, value $39,347,415.

    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: 389,051 shares
    • Wealthcare Capital Partners, LLC: 2,934 shares

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

  4. period ended2025-09-30
    13F 154,195 shares
    Change vs previous 13F +120,248 shares

    0.31% of the 13F portfolio, value $15,527,410.

    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: 152,093 shares
    • Wealthcare Capital Partners, LLC: 2,102 shares

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

  5. period ended2025-06-30
    13F 33,947 shares
    Change vs previous 13F +20,184 shares

    0.07% of the 13F portfolio, value $3,418,120.

    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: 31,394 shares
    • Wealthcare Capital Partners, LLC: 2,553 shares

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

  6. period ended2025-03-31
    13F 13,763 shares
    Change vs previous 13F +4,352 shares

    0.04% of the 13F portfolio, value $1,385,529.

    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: 11,628 shares
    • Wealthcare Capital Partners, LLC: 2,135 shares

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

  7. period ended2024-12-31
    13F 9,411 shares
    Change vs previous 13F -1,751 shares

    0.03% of the 13F portfolio, value $944,088.

    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 11,162 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,124,271.

    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).