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Wealthcare Advisory Partners LLC: XLP position timeline

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

Wealthcare Advisory Partners LLC held 18,155 XLP 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 18,155 shares
    Change vs previous 13F -27,511 shares

    0.03% of the 13F portfolio, value $1,508,165.

    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 45,666 shares
    Change vs previous 13F -4,202 shares

    0.07% of the 13F portfolio, value $3,743,700.

    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 49,868 shares
    Change vs previous 13F -5,370 shares

    0.08% of the 13F portfolio, value $3,873,735.

    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 55,238 shares
    Change vs previous 13F +4,981 shares

    0.09% of the 13F portfolio, value $4,329,030.

    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 50,257 shares
    Change vs previous 13F +12,766 shares

    0.09% of the 13F portfolio, value $4,069,277.

    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 37,491 shares
    Change vs previous 13F +3,940 shares

    0.08% of the 13F portfolio, value $3,061,860.

    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 33,551 shares
    Change vs previous 13F +1,221 shares

    0.07% of the 13F portfolio, value $2,637,457.

    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 32,330 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,683,399.

    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).