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Wealthcare Advisory Partners LLC: TD position timeline

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

Wealthcare Advisory Partners LLC held 4,777 TD 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 4,777 shares
    Change vs previous 13F +1,656 shares

    0.01% of the 13F portfolio, value $579,982.

    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: 2,967 shares
    • Wealthcare Capital Partners, LLC: 1,810 shares

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

  2. period ended2026-03-31
    13F 3,121 shares
    Change vs previous 13F -42 shares

    0.01% of the 13F portfolio, value $291,256.

    13F-HR 0001951757-26-000595 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).

  3. period ended2025-12-31
    13F 3,163 shares
    Change vs previous 13F -1,247 shares

    0.01% of the 13F portfolio, value $297,973.

    13F-HR 0001951757-26-000085 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).

  4. period ended2025-09-30
    13F 4,410 shares
    Change vs previous 13F -75 shares

    0.01% of the 13F portfolio, value $352,541.

    13F-HR 0001951757-25-001337 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).

  5. period ended2025-06-30
    13F 4,485 shares
    Change vs previous 13F -40 shares

    0.01% of the 13F portfolio, value $329,426.

    13F-HR 0001951757-25-000905 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).

  6. period ended2025-03-31
    13F 4,525 shares
    Change vs previous 13F -17 shares

    0.01% of the 13F portfolio, value $271,253.

    13F-HR 0001951757-25-000364 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).

  7. period ended2024-12-31
    13F 4,542 shares
    Change vs previous 13F -576 shares

    0.01% of the 13F portfolio, value $241,840.

    13F-HR 0001951757-25-000037 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).

  8. period ended2024-09-30
    13F 5,118 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $323,781.

    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).