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Disclosery

Wealthcare Advisory Partners LLC: WPC position timeline

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

Wealthcare Advisory Partners LLC held 33,982 WPC 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 33,982 shares
    Change vs previous 13F -15 shares

    0.05% of the 13F portfolio, value $2,429,699.

    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 33,997 shares
    Change vs previous 13F -384 shares

    0.04% of the 13F portfolio, value $2,310,459.

    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 34,381 shares
    Change vs previous 13F +135 shares

    0.04% of the 13F portfolio, value $2,212,751.

    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 34,246 shares
    Change vs previous 13F -1,518 shares

    0.05% of the 13F portfolio, value $2,314,028.

    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 35,764 shares
    Change vs previous 13F +1,306 shares

    0.05% of the 13F portfolio, value $2,230,952.

    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 34,458 shares
    Change vs previous 13F +2,310 shares

    0.06% of the 13F portfolio, value $2,174,670.

    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 32,148 shares
    Change vs previous 13F -2,208 shares

    0.05% of the 13F portfolio, value $1,751,417.

    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 34,356 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $2,140,404.

    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).