Skip to content
Disclosery

Wealthcare Advisory Partners LLC: XFIV position timeline

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

Wealthcare Advisory Partners LLC held 23,026 XFIV 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 23,026 shares
    Change vs previous 13F -820 shares

    0.02% of the 13F portfolio, value $1,120,906.

    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 23,846 shares
    Change vs previous 13F -710 shares

    0.02% of the 13F portfolio, value $1,172,269.

    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 24,556 shares
    Change vs previous 13F -11,136 shares

    0.02% of the 13F portfolio, value $1,215,001.

    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 35,692 shares
    Change vs previous 13F +436 shares

    0.04% of the 13F portfolio, value $1,767,825.

    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 35,256 shares
    Change vs previous 13F +1,127 shares

    0.04% of the 13F portfolio, value $1,739,884.

    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 34,129 shares
    Change vs previous 13F +6,357 shares

    0.04% of the 13F portfolio, value $1,675,051.

    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 27,772 shares
    Change vs previous 13F +3,581 shares

    0.04% of the 13F portfolio, value $1,332,223.

    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 24,191 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,209,465.

    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).