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Disclosery

Wealthcare Advisory Partners LLC: SMMU position timeline

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

Wealthcare Advisory Partners LLC held 11,333 SMMU 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 11,333 shares
    Change vs previous 13F -299 shares

    0.01% of the 13F portfolio, value $572,316.

    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 11,632 shares
    Change vs previous 13F -15 shares

    0.01% of the 13F portfolio, value $586,847.

    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 11,647 shares
    Change vs previous 13F +119 shares

    0.01% of the 13F portfolio, value $587,337.

    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 11,528 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $582,971.

    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).