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Wealthcare Advisory Partners LLC: VNQ position timeline

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

Wealthcare Advisory Partners LLC held 48,218 VNQ 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 48,218 shares
    Change vs previous 13F -3,234 shares

    0.08% of the 13F portfolio, value $4,649,719.

    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: 44,657 shares
    • Wealthcare Capital Partners, LLC: 3,561 shares

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

  2. period ended2026-03-31
    13F 51,452 shares
    Change vs previous 13F -98,306 shares

    0.09% of the 13F portfolio, value $4,563,807.

    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: 47,941 shares
    • Wealthcare Capital Partners, LLC: 3,511 shares

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

  3. period ended2025-12-31
    13F 149,758 shares
    Change vs previous 13F -49,849 shares

    0.25% of the 13F portfolio, value $13,252,055.

    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: 126,626 shares
    • Wealthcare Capital Partners, LLC: 23,132 shares

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

  4. period ended2025-09-30
    13F 199,607 shares
    Change vs previous 13F +5,367 shares

    0.36% of the 13F portfolio, value $18,248,145.

    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: 167,211 shares
    • Wealthcare Capital Partners, LLC: 32,396 shares

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

  5. period ended2025-06-30
    13F 194,240 shares
    Change vs previous 13F -1,168 shares

    0.38% of the 13F portfolio, value $17,299,049.

    13F-HR 0001951757-25-000905 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 165,396 shares
    • Wealthcare Capital Partners, LLC: 28,844 shares

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

  6. period ended2025-03-31
    13F 195,408 shares
    Change vs previous 13F -16,022 shares

    0.45% of the 13F portfolio, value $17,692,249.

    13F-HR 0001951757-25-000364 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 167,825 shares
    • Wealthcare Capital Partners, LLC: 27,583 shares

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

  7. period ended2024-12-31
    13F 211,430 shares
    Change vs previous 13F +20,273 shares

    0.5% of the 13F portfolio, value $18,834,226.

    13F-HR 0001951757-25-000037 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 182,760 shares
    • Wealthcare Capital Partners, LLC: 28,670 shares

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

  8. period ended2024-09-30
    13F 191,157 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $18,622,553.

    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).