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Disclosery

Wealthcare Advisory Partners LLC: USRT position timeline

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

Wealthcare Advisory Partners LLC held 232,737 USRT 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 232,737 shares
    Change vs previous 13F +26,198 shares

    0.28% of the 13F portfolio, value $15,465,399.

    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: 200,743 shares
    • Wealthcare Capital Partners, LLC: 31,994 shares

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

  2. period ended2026-03-31
    13F 206,539 shares
    Change vs previous 13F +86,784 shares

    0.23% of the 13F portfolio, value $12,225,061.

    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: 177,100 shares
    • Wealthcare Capital Partners, LLC: 29,439 shares

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

  3. period ended2025-12-31
    13F 119,755 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $6,821,236.

    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: 100,663 shares
    • Wealthcare Capital Partners, LLC: 19,092 shares

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