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Wealthcare Advisory Partners LLC: SHM position timeline

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

Wealthcare Advisory Partners LLC held 602,766 SHM 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 602,766 shares
    Change vs previous 13F -7,143 shares

    0.52% of the 13F portfolio, value $28,911,684.

    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: 593,505 shares
    • Wealthcare Capital Partners, LLC: 9,261 shares

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

  2. period ended2026-03-31
    13F 609,909 shares
    Change vs previous 13F -17,301 shares

    0.54% of the 13F portfolio, value $29,171,957.

    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: 600,611 shares
    • Wealthcare Capital Partners, LLC: 9,298 shares

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

  3. period ended2025-12-31
    13F 627,210 shares
    Change vs previous 13F -37,474 shares

    0.57% of the 13F portfolio, value $30,099,813.

    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: 617,481 shares
    • Wealthcare Capital Partners, LLC: 9,729 shares

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

  4. period ended2025-09-30
    13F 664,684 shares
    Change vs previous 13F -1,752 shares

    0.64% of the 13F portfolio, value $32,051,043.

    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: 654,631 shares
    • Wealthcare Capital Partners, LLC: 10,053 shares

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

  5. period ended2025-06-30
    13F 666,436 shares
    Change vs previous 13F +70,062 shares

    0.7% of the 13F portfolio, value $31,875,618.

    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: 657,896 shares
    • Wealthcare Capital Partners, LLC: 8,540 shares

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

  6. period ended2025-03-31
    13F 596,374 shares
    Change vs previous 13F +27,576 shares

    0.72% of the 13F portfolio, value $28,387,395.

    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: 589,603 shares
    • Wealthcare Capital Partners, LLC: 6,771 shares

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

  7. period ended2024-12-31
    13F 568,798 shares
    Change vs previous 13F +71,830 shares

    0.71% of the 13F portfolio, value $26,955,334.

    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: 562,212 shares
    • Wealthcare Capital Partners, LLC: 6,586 shares

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

  8. period ended2024-09-30
    13F 496,968 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $23,924,022.

    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).