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Wealthcare Advisory Partners LLC: XLU position timeline

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

Wealthcare Advisory Partners LLC held 91,733 XLU 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 91,733 shares
    Change vs previous 13F -4,508 shares

    0.08% of the 13F portfolio, value $4,159,153.

    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 96,241 shares
    Change vs previous 13F +46,342 shares

    0.09% of the 13F portfolio, value $4,416,496.

    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 49,899 shares
    Change vs previous 13F +21,008 shares

    0.04% of the 13F portfolio, value $2,130,187.

    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 28,891 shares
    Change vs previous 13F +1,396 shares

    0.05% of the 13F portfolio, value $2,519,579.

    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 27,495 shares
    Change vs previous 13F +1,806 shares

    0.05% of the 13F portfolio, value $2,245,212.

    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 25,689 shares
    Change vs previous 13F -789 shares

    0.05% of the 13F portfolio, value $2,025,606.

    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 26,478 shares
    Change vs previous 13F -4,274 shares

    0.06% of the 13F portfolio, value $2,004,089.

    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 30,752 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $2,484,112.

    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).