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Wealthcare Advisory Partners LLC: SPSM position timeline

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

Wealthcare Advisory Partners LLC held 1,841,106 SPSM 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 1,841,106 shares
    Change vs previous 13F +20,679 shares

    1.92% of the 13F portfolio, value $106,176,635.

    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: 1,776,135 shares
    • Wealthcare Capital Partners, LLC: 64,971 shares

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

  2. period ended2026-03-31
    13F 1,820,427 shares
    Change vs previous 13F +76,303 shares

    1.64% of the 13F portfolio, value $87,963,004.

    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: 1,757,127 shares
    • Wealthcare Capital Partners, LLC: 63,300 shares

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

  3. period ended2025-12-31
    13F 1,744,124 shares
    Change vs previous 13F +42,372 shares

    1.54% of the 13F portfolio, value $81,729,653.

    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: 1,682,637 shares
    • Wealthcare Capital Partners, LLC: 61,487 shares

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

  4. period ended2025-09-30
    13F 1,701,752 shares
    Change vs previous 13F +14,031 shares

    1.57% of the 13F portfolio, value $78,825,145.

    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: 1,643,666 shares
    • Wealthcare Capital Partners, LLC: 58,086 shares

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

  5. period ended2025-06-30
    13F 1,687,721 shares
    Change vs previous 13F +256,581 shares

    1.57% of the 13F portfolio, value $71,896,903.

    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: 1,629,859 shares
    • Wealthcare Capital Partners, LLC: 57,862 shares

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

  6. period ended2025-03-31
    13F 1,431,140 shares
    Change vs previous 13F +58,326 shares

    1.49% of the 13F portfolio, value $58,333,255.

    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: 1,380,729 shares
    • Wealthcare Capital Partners, LLC: 50,411 shares

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

  7. period ended2024-12-31
    13F 1,372,814 shares
    Change vs previous 13F +137,865 shares

    1.63% of the 13F portfolio, value $61,666,800.

    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: 1,327,012 shares
    • Wealthcare Capital Partners, LLC: 45,802 shares

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

  8. period ended2024-09-30
    13F 1,234,949 shares
    Change vs previous 13F not available

    1.6% of the 13F portfolio, value $56,202,543.

    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).