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Wealthcare Advisory Partners LLC: USFR position timeline

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

Wealthcare Advisory Partners LLC held 1,006,765 USFR 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 1,006,765 shares
    Change vs previous 13F -2,323 shares

    0.92% of the 13F portfolio, value $50,690,578.

    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: 359,365 shares
    • Wealthcare Capital Partners, LLC: 647,400 shares

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

  2. period ended2026-03-31
    13F 1,009,088 shares
    Change vs previous 13F -47,817 shares

    0.95% of the 13F portfolio, value $50,797,492.

    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: 357,790 shares
    • Wealthcare Capital Partners, LLC: 651,298 shares

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

  3. period ended2025-12-31
    13F 1,056,905 shares
    Change vs previous 13F +102,708 shares

    1% of the 13F portfolio, value $53,183,440.

    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: 331,094 shares
    • Wealthcare Capital Partners, LLC: 725,811 shares

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

  4. period ended2025-09-30
    13F 954,197 shares
    Change vs previous 13F -198,796 shares

    0.96% of the 13F portfolio, value $47,967,512.

    13F-HR 0001951757-25-001338 filed by Wealthcare Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 298,782 shares
    • Wealthcare Capital Partners, LLC: 655,415 shares

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

  5. period ended2025-06-30
    13F 1,152,993 shares
    Change vs previous 13F -121,178 shares

    1.27% of the 13F portfolio, value $58,007,083.

    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: 444,514 shares
    • Wealthcare Capital Partners, LLC: 708,479 shares

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

  6. period ended2025-03-31
    13F 1,274,171 shares
    Change vs previous 13F +33,606 shares

    1.64% of the 13F portfolio, value $64,129,024.

    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: 499,144 shares
    • Wealthcare Capital Partners, LLC: 775,027 shares

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

  7. period ended2024-12-31
    13F 1,240,565 shares
    Change vs previous 13F +852,456 shares

    1.65% of the 13F portfolio, value $62,425,240.

    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: 466,290 shares
    • Wealthcare Capital Partners, LLC: 774,275 shares

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

  8. period ended2024-09-30
    13F 388,109 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $19,490,857.

    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).