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Disclosery

Wealthcare Advisory Partners LLC: SPEM position timeline

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

Wealthcare Advisory Partners LLC held 45,909 SPEM 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 45,909 shares
    Change vs previous 13F -4,704 shares

    0.05% of the 13F portfolio, value $2,377,145.

    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 50,613 shares
    Change vs previous 13F -5,435 shares

    0.05% of the 13F portfolio, value $2,374,235.

    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 56,048 shares
    Change vs previous 13F -12,325 shares

    0.05% of the 13F portfolio, value $2,623,613.

    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 68,373 shares
    Change vs previous 13F -5,673 shares

    0.07% of the 13F portfolio, value $3,200,556.

    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 74,046 shares
    Change vs previous 13F -865 shares

    0.07% of the 13F portfolio, value $3,164,729.

    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 74,911 shares
    Change vs previous 13F -30,227 shares

    0.08% of the 13F portfolio, value $2,949,255.

    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 105,138 shares
    Change vs previous 13F +12,166 shares

    0.11% of the 13F portfolio, value $4,034,142.

    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 92,972 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $3,837,899.

    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).