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Disclosery

Wealthcare Advisory Partners LLC: VRT position timeline

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

Wealthcare Advisory Partners LLC held 18,299 VRT 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 18,299 shares
    Change vs previous 13F -828 shares

    0.11% of the 13F portfolio, value $6,127,045.

    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: 17,268 shares
    • Wealthcare Capital Partners, LLC: 1,031 shares

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

  2. period ended2026-03-31
    13F 19,127 shares
    Change vs previous 13F -1,208 shares

    0.09% of the 13F portfolio, value $4,792,897.

    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: 18,096 shares
    • Wealthcare Capital Partners, LLC: 1,031 shares

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

  3. period ended2025-12-31
    13F 20,335 shares
    Change vs previous 13F +887 shares

    0.06% of the 13F portfolio, value $3,294,483.

    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 19,448 shares
    Change vs previous 13F +88 shares

    0.06% of the 13F portfolio, value $2,933,865.

    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 19,360 shares
    Change vs previous 13F +796 shares

    0.06% of the 13F portfolio, value $2,485,989.

    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 18,564 shares
    Change vs previous 13F +1,271 shares

    0.04% of the 13F portfolio, value $1,340,347.

    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 17,293 shares
    Change vs previous 13F +986 shares

    0.05% of the 13F portfolio, value $1,964,604.

    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 16,307 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,622,386.

    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).