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Wealthcare Advisory Partners LLC: XLF position timeline

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

Wealthcare Advisory Partners LLC held 39,357 XLF 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 39,357 shares
    Change vs previous 13F -2,008 shares

    0.04% of the 13F portfolio, value $2,109,943.

    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: 27,343 shares
    • Wealthcare Capital Partners, LLC: 12,014 shares

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

  2. period ended2026-03-31
    13F 41,365 shares
    Change vs previous 13F -3,540 shares

    0.04% of the 13F portfolio, value $2,042,174.

    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: 29,391 shares
    • Wealthcare Capital Partners, LLC: 11,974 shares

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

  3. period ended2025-12-31
    13F 44,905 shares
    Change vs previous 13F -2,555 shares

    0.05% of the 13F portfolio, value $2,459,463.

    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: 32,873 shares
    • Wealthcare Capital Partners, LLC: 12,032 shares

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

  4. period ended2025-09-30
    13F 47,460 shares
    Change vs previous 13F +2,204 shares

    0.05% of the 13F portfolio, value $2,556,686.

    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: 35,591 shares
    • Wealthcare Capital Partners, LLC: 11,869 shares

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

  5. period ended2025-06-30
    13F 45,256 shares
    Change vs previous 13F -3,190 shares

    0.05% of the 13F portfolio, value $2,370,048.

    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: 33,835 shares
    • Wealthcare Capital Partners, LLC: 11,421 shares

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

  6. period ended2025-03-31
    13F 48,446 shares
    Change vs previous 13F +5,443 shares

    0.06% of the 13F portfolio, value $2,413,102.

    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: 37,062 shares
    • Wealthcare Capital Partners, LLC: 11,384 shares

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

  7. period ended2024-12-31
    13F 43,003 shares
    Change vs previous 13F +22,986 shares

    0.05% of the 13F portfolio, value $2,078,337.

    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: 31,656 shares
    • Wealthcare Capital Partners, LLC: 11,347 shares

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

  8. period ended2024-09-30
    13F 20,017 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $907,164.

    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).