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Wealthcare Advisory Partners LLC: TROW position timeline

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

Wealthcare Advisory Partners LLC held 15,599 TROW 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 15,599 shares
    Change vs previous 13F -832 shares

    0.03% of the 13F portfolio, value $1,773,469.

    13F-HR 0001951757-26-000988 filed by Wealthcare Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 6,034 shares
    • Wealthcare Capital Partners, LLC: 9,565 shares

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

  2. period ended2026-03-31
    13F 16,431 shares
    Change vs previous 13F +497 shares

    0.03% of the 13F portfolio, value $1,481,060.

    13F-HR 0001951757-26-000601 filed by Wealthcare Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 6,959 shares
    • Wealthcare Capital Partners, LLC: 9,472 shares

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

  3. period ended2025-12-31
    13F 15,934 shares
    Change vs previous 13F -4,265 shares

    0.03% of the 13F portfolio, value $1,631,352.

    13F-HR 0001951757-26-000086 filed by Wealthcare Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 6,446 shares
    • Wealthcare Capital Partners, LLC: 9,488 shares

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

  4. period ended2025-09-30
    13F 20,199 shares
    Change vs previous 13F +775 shares

    0.04% of the 13F portfolio, value $2,073,160.

    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: 10,386 shares
    • Wealthcare Capital Partners, LLC: 9,813 shares

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

  5. period ended2025-06-30
    13F 19,424 shares
    Change vs previous 13F +5,723 shares

    0.04% of the 13F portfolio, value $1,874,404.

    13F-HR 0001951757-25-000907 filed by Wealthcare Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 9,663 shares
    • Wealthcare Capital Partners, LLC: 9,761 shares

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

  6. period ended2025-03-31
    13F 13,701 shares
    Change vs previous 13F -19 shares

    0.03% of the 13F portfolio, value $1,258,775.

    13F-HR 0001951757-25-000346 filed by Wealthcare Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 4,272 shares
    • Wealthcare Capital Partners, LLC: 9,429 shares

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

  7. period ended2024-12-31
    13F 13,720 shares
    Change vs previous 13F +8,345 shares

    0.04% of the 13F portfolio, value $1,551,591.

    13F-HR 0001951757-25-000152 filed by Wealthcare Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 4,406 shares
    • Wealthcare Capital Partners, LLC: 9,314 shares

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

  8. period ended2024-09-30
    13F 5,375 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $585,460.

    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).