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Disclosery

Wealthcare Advisory Partners LLC: UWM position timeline

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

Wealthcare Advisory Partners LLC held 67,410 UWM 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 67,410 shares
    Change vs previous 13F -670 shares

    0.09% of the 13F portfolio, value $4,531,974.

    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 68,080 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $3,177,294.

    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 68,080 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $3,201,122.

    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).