Skip to content
Disclosery

Wealthcare Advisory Partners LLC: STIP position timeline

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

Wealthcare Advisory Partners LLC held 1,381,714 STIP 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 1,381,714 shares
    Change vs previous 13F +117,730 shares

    2.56% of the 13F portfolio, value $141,155,954.

    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: 1,322,733 shares
    • Wealthcare Capital Partners, LLC: 58,981 shares

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

  2. period ended2026-03-31
    13F 1,263,984 shares
    Change vs previous 13F +64,914 shares

    2.44% of the 13F portfolio, value $130,733,944.

    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: 1,209,342 shares
    • Wealthcare Capital Partners, LLC: 54,642 shares

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

  3. period ended2025-12-31
    13F 1,199,070 shares
    Change vs previous 13F +88,549 shares

    2.31% of the 13F portfolio, value $122,772,844.

    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: 1,148,502 shares
    • Wealthcare Capital Partners, LLC: 50,568 shares

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

  4. period ended2025-09-30
    13F 1,110,521 shares
    Change vs previous 13F +43,248 shares

    2.29% of the 13F portfolio, value $114,783,470.

    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: 1,061,967 shares
    • Wealthcare Capital Partners, LLC: 48,554 shares

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

  5. period ended2025-06-30
    13F 1,067,273 shares
    Change vs previous 13F +85,611 shares

    2.4% of the 13F portfolio, value $109,833,111.

    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: 1,023,587 shares
    • Wealthcare Capital Partners, LLC: 43,686 shares

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

  6. period ended2025-03-31
    13F 981,662 shares
    Change vs previous 13F +26,571 shares

    2.59% of the 13F portfolio, value $101,572,541.

    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: 933,682 shares
    • Wealthcare Capital Partners, LLC: 47,980 shares

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

  7. period ended2024-12-31
    13F 955,091 shares
    Change vs previous 13F +124,541 shares

    2.53% of the 13F portfolio, value $96,082,162.

    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: 898,882 shares
    • Wealthcare Capital Partners, LLC: 56,209 shares

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

  8. period ended2024-09-30
    13F 830,550 shares
    Change vs previous 13F not available

    2.4% of the 13F portfolio, value $84,151,292.

    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).