Skip to content
Disclosery

Wealthcare Advisory Partners LLC: SMMD position timeline

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

Wealthcare Advisory Partners LLC held 257,371 SMMD 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 257,371 shares
    Change vs previous 13F -14,390 shares

    0.45% of the 13F portfolio, value $23,582,879.

    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 271,761 shares
    Change vs previous 13F +11,812 shares

    0.4% of the 13F portfolio, value $20,748,952.

    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 259,949 shares
    Change vs previous 13F +9,539 shares

    0.38% of the 13F portfolio, value $19,480,544.

    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 250,410 shares
    Change vs previous 13F +70,363 shares

    0.38% of the 13F portfolio, value $18,462,710.

    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 180,047 shares
    Change vs previous 13F +116,155 shares

    0.28% of the 13F portfolio, value $12,203,593.

    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 63,892 shares
    Change vs previous 13F -20,047 shares

    0.11% of the 13F portfolio, value $3,995,784.

    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 83,939 shares
    Change vs previous 13F +29,413 shares

    0.16% of the 13F portfolio, value $5,707,865.

    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 54,526 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $3,693,076.

    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).