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Wealthcare Advisory Partners LLC: SUB position timeline

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

Wealthcare Advisory Partners LLC held 153,594 SUB 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 153,594 shares
    Change vs previous 13F +31,224 shares

    0.3% of the 13F portfolio, value $16,353,186.

    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: 146,517 shares
    • Wealthcare Capital Partners, LLC: 7,077 shares

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

  2. period ended2026-03-31
    13F 122,370 shares
    Change vs previous 13F +21,869 shares

    0.24% of the 13F portfolio, value $13,032,369.

    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: 116,104 shares
    • Wealthcare Capital Partners, LLC: 6,266 shares

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

  3. period ended2025-12-31
    13F 100,501 shares
    Change vs previous 13F +38,125 shares

    0.2% of the 13F portfolio, value $10,723,457.

    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: 95,649 shares
    • Wealthcare Capital Partners, LLC: 4,852 shares

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

  4. period ended2025-09-30
    13F 62,376 shares
    Change vs previous 13F +9,531 shares

    0.13% of the 13F portfolio, value $6,660,537.

    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: 58,023 shares
    • Wealthcare Capital Partners, LLC: 4,353 shares

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

  5. period ended2025-06-30
    13F 52,845 shares
    Change vs previous 13F -15,189 shares

    0.12% of the 13F portfolio, value $5,619,590.

    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: 49,097 shares
    • Wealthcare Capital Partners, LLC: 3,748 shares

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

  6. period ended2025-03-31
    13F 68,034 shares
    Change vs previous 13F -8,865 shares

    0.18% of the 13F portfolio, value $7,184,433.

    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: 64,261 shares
    • Wealthcare Capital Partners, LLC: 3,773 shares

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

  7. period ended2024-12-31
    13F 76,899 shares
    Change vs previous 13F +5,556 shares

    0.21% of the 13F portfolio, value $8,111,336.

    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: 73,104 shares
    • Wealthcare Capital Partners, LLC: 3,795 shares

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

  8. period ended2024-09-30
    13F 71,343 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $7,575,909.

    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).