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Wealthcare Advisory Partners LLC: XLK position timeline

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

Wealthcare Advisory Partners LLC held 53,221 XLK 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 53,221 shares
    Change vs previous 13F -4,894 shares

    0.18% of the 13F portfolio, value $10,139,761.

    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: 51,030 shares
    • Wealthcare Capital Partners, LLC: 2,191 shares

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

  2. period ended2026-03-31
    13F 58,115 shares
    Change vs previous 13F -8,380 shares

    0.15% of the 13F portfolio, value $7,723,445.

    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 66,495 shares
    Change vs previous 13F +27,409 shares

    0.19% of the 13F portfolio, value $9,573,222.

    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 39,086 shares
    Change vs previous 13F +1,851 shares

    0.23% of the 13F portfolio, value $11,016,914.

    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 37,235 shares
    Change vs previous 13F +8,550 shares

    0.22% of the 13F portfolio, value $9,429,074.

    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 28,685 shares
    Change vs previous 13F +1,527 shares

    0.16% of the 13F portfolio, value $5,922,813.

    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 27,158 shares
    Change vs previous 13F -1,550 shares

    0.18% of the 13F portfolio, value $6,314,857.

    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 28,708 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $6,481,079.

    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).