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Wealthcare Advisory Partners LLC: XLE position timeline

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

Wealthcare Advisory Partners LLC held 100,255 XLE 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 100,255 shares
    Change vs previous 13F +1,461 shares

    0.1% of the 13F portfolio, value $5,324,561.

    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: 89,292 shares
    • Wealthcare Capital Partners, LLC: 10,963 shares

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

  2. period ended2026-03-31
    13F 98,794 shares
    Change vs previous 13F +412 shares

    0.11% of the 13F portfolio, value $6,052,073.

    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: 88,039 shares
    • Wealthcare Capital Partners, LLC: 10,755 shares

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

  3. period ended2025-12-31
    13F 98,382 shares
    Change vs previous 13F +47,767 shares

    0.08% of the 13F portfolio, value $4,398,654.

    13F-HR 0001951757-26-000085 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 87,794 shares
    • Wealthcare Capital Partners, LLC: 10,588 shares

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

  4. period ended2025-09-30
    13F 50,615 shares
    Change vs previous 13F -3,028 shares

    0.09% of the 13F portfolio, value $4,521,931.

    13F-HR 0001951757-25-001337 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 45,161 shares
    • Wealthcare Capital Partners, LLC: 5,454 shares

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

  5. period ended2025-06-30
    13F 53,643 shares
    Change vs previous 13F -3,916 shares

    0.1% of the 13F portfolio, value $4,549,482.

    13F-HR 0001951757-25-000905 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 48,215 shares
    • Wealthcare Capital Partners, LLC: 5,428 shares

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

  6. period ended2025-03-31
    13F 57,559 shares
    Change vs previous 13F -17,538 shares

    0.14% of the 13F portfolio, value $5,378,864.

    13F-HR 0001951757-25-000364 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 52,183 shares
    • Wealthcare Capital Partners, LLC: 5,376 shares

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

  7. period ended2024-12-31
    13F 75,097 shares
    Change vs previous 13F +10,828 shares

    0.17% of the 13F portfolio, value $6,432,836.

    13F-HR 0001951757-25-000037 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 69,979 shares
    • Wealthcare Capital Partners, LLC: 5,118 shares

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

  8. period ended2024-09-30
    13F 64,269 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $5,642,811.

    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).