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Wealthcare Advisory Partners LLC: SPY position timeline

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

Wealthcare Advisory Partners LLC held 90,029 SPY 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 90,029 shares
    Change vs previous 13F -80,907 shares

    1.22% of the 13F portfolio, value $67,230,632.

    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: 87,230 shares
    • Wealthcare Capital Partners, LLC: 2,799 shares

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

  2. period ended2026-03-31
    13F 170,936 shares
    Change vs previous 13F -3,612 shares

    2.08% of the 13F portfolio, value $111,166,588.

    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: 168,620 shares
    • Wealthcare Capital Partners, LLC: 2,316 shares

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

  3. period ended2025-12-31
    13F 174,548 shares
    Change vs previous 13F -1,451 shares

    2.24% of the 13F portfolio, value $119,027,752.

    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: 172,209 shares
    • Wealthcare Capital Partners, LLC: 2,339 shares

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

  4. period ended2025-09-30
    13F 175,999 shares
    Change vs previous 13F -339 shares

    2.34% of the 13F portfolio, value $117,246,858.

    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: 173,679 shares
    • Wealthcare Capital Partners, LLC: 2,320 shares

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

  5. period ended2025-06-30
    13F 176,338 shares
    Change vs previous 13F +1,094 shares

    2.38% of the 13F portfolio, value $108,950,826.

    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: 173,976 shares
    • Wealthcare Capital Partners, LLC: 2,362 shares

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

  6. period ended2025-03-31
    13F 175,244 shares
    Change vs previous 13F -664 shares

    2.5% of the 13F portfolio, value $98,029,597.

    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: 172,568 shares
    • Wealthcare Capital Partners, LLC: 2,676 shares

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

  7. period ended2024-12-31
    13F 175,908 shares
    Change vs previous 13F -5,063 shares

    2.72% of the 13F portfolio, value $103,095,880.

    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: 173,363 shares
    • Wealthcare Capital Partners, LLC: 2,545 shares

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

  8. period ended2024-09-30
    13F 180,971 shares
    Change vs previous 13F not available

    2.96% of the 13F portfolio, value $103,833,795.

    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).