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Wealthcare Advisory Partners LLC: XLEI position timeline

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

Wealthcare Advisory Partners LLC held 70,317 XLEI 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 70,317 shares
    Change vs previous 13F +3,063 shares

    0.03% of the 13F portfolio, value $1,774,091.

    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 67,254 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,902,116.

    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).