Skip to content
Disclosery

Wealthcare Advisory Partners LLC: SMH position timeline

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

Wealthcare Advisory Partners LLC held 22,656 SMH 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 22,656 shares
    Change vs previous 13F -2,949 shares

    0.28% of the 13F portfolio, value $14,860,037.

    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 25,605 shares
    Change vs previous 13F -2,528 shares

    0.19% of the 13F portfolio, value $9,817,023.

    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 28,133 shares
    Change vs previous 13F +932 shares

    0.2% of the 13F portfolio, value $10,131,460.

    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 27,201 shares
    Change vs previous 13F -235 shares

    0.18% of the 13F portfolio, value $8,877,329.

    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 27,436 shares
    Change vs previous 13F +23,117 shares

    0.17% of the 13F portfolio, value $7,651,310.

    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 4,319 shares
    Change vs previous 13F -608 shares

    0.02% of the 13F portfolio, value $913,423.

    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 4,927 shares
    Change vs previous 13F -1,326 shares

    0.03% of the 13F portfolio, value $1,193,070.

    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 6,253 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,534,817.

    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).