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Wealthcare Advisory Partners LLC: SPMO position timeline

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

Wealthcare Advisory Partners LLC held 59,401 SPMO 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 59,401 shares
    Change vs previous 13F +2,719 shares

    0.18% of the 13F portfolio, value $9,595,592.

    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 56,682 shares
    Change vs previous 13F -413 shares

    0.12% of the 13F portfolio, value $6,354,621.

    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 57,095 shares
    Change vs previous 13F +2,153 shares

    0.13% of the 13F portfolio, value $6,812,555.

    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 54,942 shares
    Change vs previous 13F +23,638 shares

    0.14% of the 13F portfolio, value $6,651,239.

    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 31,304 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $3,520,708.

    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).