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Disclosery

Wealthcare Advisory Partners LLC: XLV position timeline

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

Wealthcare Advisory Partners LLC held 17,958 XLV 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 17,958 shares
    Change vs previous 13F +646 shares

    0.05% of the 13F portfolio, value $2,849,221.

    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 17,312 shares
    Change vs previous 13F -433 shares

    0.05% of the 13F portfolio, value $2,538,120.

    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 17,745 shares
    Change vs previous 13F -72 shares

    0.05% of the 13F portfolio, value $2,746,865.

    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 17,817 shares
    Change vs previous 13F -3,932 shares

    0.05% of the 13F portfolio, value $2,479,617.

    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 21,749 shares
    Change vs previous 13F -414 shares

    0.07% of the 13F portfolio, value $2,931,586.

    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 22,163 shares
    Change vs previous 13F -2,098 shares

    0.09% of the 13F portfolio, value $3,236,008.

    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: 22,163 shares
    • Wealthcare Capital Partners, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 24,261 shares
    Change vs previous 13F -1,224 shares

    0.09% of the 13F portfolio, value $3,337,538.

    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: 22,794 shares
    • Wealthcare Capital Partners, LLC: 1,467 shares

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

  8. period ended2024-09-30
    13F 25,485 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $3,925,249.

    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).