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Disclosery

Wealthcare Advisory Partners LLC: XLI position timeline

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

Wealthcare Advisory Partners LLC held 11,632 XLI 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 11,632 shares
    Change vs previous 13F -35,937 shares

    0.04% of the 13F portfolio, value $2,154,567.

    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 47,569 shares
    Change vs previous 13F +257 shares

    0.15% of the 13F portfolio, value $7,693,406.

    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 47,312 shares
    Change vs previous 13F +3,751 shares

    0.14% of the 13F portfolio, value $7,339,102.

    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 43,561 shares
    Change vs previous 13F -249 shares

    0.14% of the 13F portfolio, value $6,718,360.

    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 43,810 shares
    Change vs previous 13F +1,211 shares

    0.15% of the 13F portfolio, value $6,462,834.

    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 42,599 shares
    Change vs previous 13F -232 shares

    0.15% of the 13F portfolio, value $5,583,515.

    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 42,831 shares
    Change vs previous 13F -210 shares

    0.16% of the 13F portfolio, value $5,643,464.

    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 43,041 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $5,829,422.

    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).