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Wealthcare Advisory Partners LLC: SOXX position timeline

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

Wealthcare Advisory Partners LLC held 11,473 SOXX 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 11,473 shares
    Change vs previous 13F -1,714 shares

    0.14% of the 13F portfolio, value $7,351,586.

    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 13,187 shares
    Change vs previous 13F +875 shares

    0.08% of the 13F portfolio, value $4,334,135.

    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 12,312 shares
    Change vs previous 13F +271 shares

    0.07% of the 13F portfolio, value $3,707,764.

    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 12,041 shares
    Change vs previous 13F +751 shares

    0.07% of the 13F portfolio, value $3,264,641.

    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 11,290 shares
    Change vs previous 13F +3,695 shares

    0.06% of the 13F portfolio, value $2,694,808.

    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 7,595 shares
    Change vs previous 13F -3,357 shares

    0.04% of the 13F portfolio, value $1,429,150.

    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 10,952 shares
    Change vs previous 13F +568 shares

    0.07% of the 13F portfolio, value $2,360,028.

    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 10,384 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $2,394,417.

    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).