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Wealthcare Advisory Partners LLC: SPDW position timeline

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

Wealthcare Advisory Partners LLC held 1,451,908 SPDW 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 1,451,908 shares
    Change vs previous 13F +31,134 shares

    1.33% of the 13F portfolio, value $73,161,635.

    13F-HR 0001951757-26-000979 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 1,419,227 shares
    • Wealthcare Capital Partners, LLC: 32,681 shares

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

  2. period ended2026-03-31
    13F 1,420,774 shares
    Change vs previous 13F +110,463 shares

    1.21% of the 13F portfolio, value $64,858,333.

    13F-HR 0001951757-26-000595 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 1,386,698 shares
    • Wealthcare Capital Partners, LLC: 34,076 shares

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

  3. period ended2025-12-31
    13F 1,310,311 shares
    Change vs previous 13F +9,203 shares

    1.1% of the 13F portfolio, value $58,190,893.

    13F-HR 0001951757-26-000085 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 1,273,831 shares
    • Wealthcare Capital Partners, LLC: 36,480 shares

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

  4. period ended2025-09-30
    13F 1,301,108 shares
    Change vs previous 13F +75,306 shares

    1.11% of the 13F portfolio, value $55,674,396.

    13F-HR 0001951757-25-001337 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 1,265,635 shares
    • Wealthcare Capital Partners, LLC: 35,473 shares

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

  5. period ended2025-06-30
    13F 1,225,802 shares
    Change vs previous 13F +100,581 shares

    1.08% of the 13F portfolio, value $49,632,723.

    13F-HR 0001951757-25-000905 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 1,188,093 shares
    • Wealthcare Capital Partners, LLC: 37,709 shares

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

  6. period ended2025-03-31
    13F 1,125,221 shares
    Change vs previous 13F +211,763 shares

    1.04% of the 13F portfolio, value $40,969,282.

    13F-HR 0001951757-25-000364 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 1,086,172 shares
    • Wealthcare Capital Partners, LLC: 39,049 shares

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

  7. period ended2024-12-31
    13F 913,458 shares
    Change vs previous 13F +144,362 shares

    0.82% of the 13F portfolio, value $31,176,297.

    13F-HR 0001951757-25-000037 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 907,031 shares
    • Wealthcare Capital Partners, LLC: 6,427 shares

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

  8. period ended2024-09-30
    13F 769,096 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $28,887,241.

    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).