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Wealthcare Advisory Partners LLC: WTIP position timeline

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

Wealthcare Advisory Partners LLC held 99,006 WTIP 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 99,006 shares
    Change vs previous 13F -24,193 shares

    0.06% of the 13F portfolio, value $3,419,667.

    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 123,199 shares
    Change vs previous 13F +110,803 shares

    0.09% of the 13F portfolio, value $4,644,122.

    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 12,396 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $415,390.

    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).