Wealthcare Advisory Partners LLC: SMR position timeline

Wealthcare Advisory Partners LLC held 10,687 SMR 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 10,687 shares

   Change vs previous 13F -2,430 shares

   <0.01% of the 13F portfolio, value $107,191.

   13F-HR 0001951757-26-000979 filed by Wealthcare Advisory Partners LLC
   Filed 2026-07-09 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 13,117 shares

   Change vs previous 13F +717 shares

   <0.01% of the 13F portfolio, value $142,188.

   13F-HR 0001951757-26-000595 filed by Wealthcare Advisory Partners LLC
   Filed 2026-04-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 12,400 shares

   Change vs previous 13F +4,179 shares

   <0.01% of the 13F portfolio, value $175,708.

   13F-HR 0001951757-26-000085 filed by Wealthcare Advisory Partners LLC
   Filed 2026-01-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 8,221 shares

   Change vs previous 13F +1,484 shares

   0.01% of the 13F portfolio, value $295,956.

   13F-HR 0001951757-25-001337 filed by Wealthcare Advisory Partners LLC
   Filed 2025-11-07 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 6,737 shares

   Change vs previous 13F not available

   0.01% of the 13F portfolio, value $266,516.

   13F-HR 0001951757-25-000905 filed by Wealthcare Advisory Partners LLC
   Filed 2025-07-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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