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Disclosery

Wealthcare Advisory Partners LLC: SHY position timeline

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

Wealthcare Advisory Partners LLC held 20,868 SHY 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 20,868 shares
    Change vs previous 13F -15,655 shares

    0.03% of the 13F portfolio, value $1,713,512.

    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 36,523 shares
    Change vs previous 13F +48 shares

    0.06% of the 13F portfolio, value $3,015,735.

    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 36,475 shares
    Change vs previous 13F -537 shares

    0.06% of the 13F portfolio, value $3,020,833.

    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 37,012 shares
    Change vs previous 13F -3,491 shares

    0.06% of the 13F portfolio, value $3,070,538.

    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 40,503 shares
    Change vs previous 13F -2,093 shares

    0.08% of the 13F portfolio, value $3,356,068.

    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 42,596 shares
    Change vs previous 13F +15,716 shares

    0.09% of the 13F portfolio, value $3,523,999.

    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 26,880 shares
    Change vs previous 13F -2,019 shares

    0.06% of the 13F portfolio, value $2,203,591.

    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 28,899 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $2,402,975.

    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).