Skip to content
Disclosery

Wealthcare Advisory Partners LLC: UBSI position timeline

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

Wealthcare Advisory Partners LLC held 57,348 UBSI 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 57,348 shares
    Change vs previous 13F -551 shares

    0.05% of the 13F portfolio, value $2,628,264.

    13F-HR 0001951757-26-000979 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).

  2. period ended2026-03-31
    13F 57,899 shares
    Change vs previous 13F +67 shares

    0.05% of the 13F portfolio, value $2,398,167.

    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 57,832 shares
    Change vs previous 13F -1,264 shares

    0.04% of the 13F portfolio, value $2,220,736.

    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 59,096 shares
    Change vs previous 13F +184 shares

    0.05% of the 13F portfolio, value $2,198,962.

    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 58,912 shares
    Change vs previous 13F +11,560 shares

    0.05% of the 13F portfolio, value $2,146,146.

    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 47,352 shares
    Change vs previous 13F -9,932 shares

    0.04% of the 13F portfolio, value $1,641,685.

    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 57,284 shares
    Change vs previous 13F +58 shares

    0.06% of the 13F portfolio, value $2,151,026.

    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 57,226 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $2,123,078.

    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).