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Wealthcare Advisory Partners LLC: SPLV position timeline

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

Wealthcare Advisory Partners LLC held 22,935 SPLV 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 22,935 shares
    Change vs previous 13F -782 shares

    0.03% of the 13F portfolio, value $1,717,836.

    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: 19,672 shares
    • Wealthcare Capital Partners, LLC: 3,263 shares

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

  2. period ended2026-03-31
    13F 23,717 shares
    Change vs previous 13F +1,419 shares

    0.03% of the 13F portfolio, value $1,734,674.

    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: 20,464 shares
    • Wealthcare Capital Partners, LLC: 3,253 shares

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

  3. period ended2025-12-31
    13F 22,298 shares
    Change vs previous 13F +4,861 shares

    0.03% of the 13F portfolio, value $1,592,526.

    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: 19,104 shares
    • Wealthcare Capital Partners, LLC: 3,194 shares

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

  4. period ended2025-09-30
    13F 17,437 shares
    Change vs previous 13F +166 shares

    0.03% of the 13F portfolio, value $1,281,263.

    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: 14,003 shares
    • Wealthcare Capital Partners, LLC: 3,434 shares

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

  5. period ended2025-06-30
    13F 17,271 shares
    Change vs previous 13F -14,032 shares

    0.03% of the 13F portfolio, value $1,257,618.

    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: 13,887 shares
    • Wealthcare Capital Partners, LLC: 3,384 shares

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

  6. period ended2025-03-31
    13F 31,303 shares
    Change vs previous 13F +14,028 shares

    0.06% of the 13F portfolio, value $2,338,969.

    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: 28,042 shares
    • Wealthcare Capital Partners, LLC: 3,261 shares

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

  7. period ended2024-12-31
    13F 17,275 shares
    Change vs previous 13F -1,394 shares

    0.03% of the 13F portfolio, value $1,209,273.

    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: 14,021 shares
    • Wealthcare Capital Partners, LLC: 3,254 shares

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

  8. period ended2024-09-30
    13F 18,669 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,339,140.

    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).