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Wealthcare Advisory Partners LLC: SPTM position timeline

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

Wealthcare Advisory Partners LLC held 2,526,053 SPTM 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 2,526,053 shares
    Change vs previous 13F -78,944 shares

    4.16% of the 13F portfolio, value $229,340,332.

    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: 2,508,062 shares
    • Wealthcare Capital Partners, LLC: 17,991 shares

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

  2. period ended2026-03-31
    13F 2,604,997 shares
    Change vs previous 13F +42,658 shares

    3.85% of the 13F portfolio, value $205,951,055.

    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: 2,586,827 shares
    • Wealthcare Capital Partners, LLC: 18,170 shares

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

  3. period ended2025-12-31
    13F 2,562,339 shares
    Change vs previous 13F -83,023 shares

    3.99% of the 13F portfolio, value $211,392,994.

    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: 2,542,112 shares
    • Wealthcare Capital Partners, LLC: 20,227 shares

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

  4. period ended2025-09-30
    13F 2,645,362 shares
    Change vs previous 13F +21,531 shares

    4.25% of the 13F portfolio, value $213,348,420.

    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: 2,625,535 shares
    • Wealthcare Capital Partners, LLC: 19,827 shares

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

  5. period ended2025-06-30
    13F 2,623,831 shares
    Change vs previous 13F +428,887 shares

    4.29% of the 13F portfolio, value $196,498,736.

    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: 2,603,310 shares
    • Wealthcare Capital Partners, LLC: 20,521 shares

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

  6. period ended2025-03-31
    13F 2,194,944 shares
    Change vs previous 13F -17,594 shares

    3.81% of the 13F portfolio, value $149,278,150.

    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: 2,173,356 shares
    • Wealthcare Capital Partners, LLC: 21,588 shares

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

  7. period ended2024-12-31
    13F 2,212,538 shares
    Change vs previous 13F +63,875 shares

    4.17% of the 13F portfolio, value $158,041,587.

    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: 2,191,824 shares
    • Wealthcare Capital Partners, LLC: 20,714 shares

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

  8. period ended2024-09-30
    13F 2,148,663 shares
    Change vs previous 13F not available

    4.29% of the 13F portfolio, value $150,535,311.

    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).