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Wealthcare Advisory Partners LLC: SPIB position timeline

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

Wealthcare Advisory Partners LLC held 95,801 SPIB 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 95,801 shares
    Change vs previous 13F +554 shares

    0.06% of the 13F portfolio, value $3,205,486.

    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: 85,164 shares
    • Wealthcare Capital Partners, LLC: 10,637 shares

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

  2. period ended2026-03-31
    13F 95,247 shares
    Change vs previous 13F -3,090 shares

    0.06% of the 13F portfolio, value $3,194,592.

    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: 84,551 shares
    • Wealthcare Capital Partners, LLC: 10,696 shares

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

  3. period ended2025-12-31
    13F 98,337 shares
    Change vs previous 13F +6,147 shares

    0.06% of the 13F portfolio, value $3,324,757.

    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: 87,676 shares
    • Wealthcare Capital Partners, LLC: 10,661 shares

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

  4. period ended2025-09-30
    13F 92,190 shares
    Change vs previous 13F +24,805 shares

    0.06% of the 13F portfolio, value $3,124,307.

    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: 83,306 shares
    • Wealthcare Capital Partners, LLC: 8,884 shares

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

  5. period ended2025-06-30
    13F 67,385 shares
    Change vs previous 13F +8,220 shares

    0.05% of the 13F portfolio, value $2,262,799.

    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: 59,501 shares
    • Wealthcare Capital Partners, LLC: 7,884 shares

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

  6. period ended2025-03-31
    13F 59,165 shares
    Change vs previous 13F -756 shares

    0.05% of the 13F portfolio, value $1,966,647.

    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 59,921 shares
    Change vs previous 13F -316 shares

    0.05% of the 13F portfolio, value $1,963,004.

    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 60,237 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $2,030,574.

    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).