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Disclosery

Wealthcare Advisory Partners LLC: WFC position timeline

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

Wealthcare Advisory Partners LLC held 17,760 WFC 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 17,760 shares
    Change vs previous 13F -608 shares

    0.03% of the 13F portfolio, value $1,467,726.

    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 18,368 shares
    Change vs previous 13F +2,971 shares

    0.03% of the 13F portfolio, value $1,462,280.

    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 15,397 shares
    Change vs previous 13F +982 shares

    0.03% of the 13F portfolio, value $1,435,014.

    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 14,415 shares
    Change vs previous 13F +1,599 shares

    0.03% of the 13F portfolio, value $1,208,229.

    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 12,816 shares
    Change vs previous 13F +912 shares

    0.02% of the 13F portfolio, value $1,026,858.

    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 11,904 shares
    Change vs previous 13F -255 shares

    0.02% of the 13F portfolio, value $854,566.

    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 12,159 shares
    Change vs previous 13F +311 shares

    0.02% of the 13F portfolio, value $854,077.

    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 11,848 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $669,311.

    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).