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Wealthcare Advisory Partners LLC: XMHQ position timeline

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

Wealthcare Advisory Partners LLC held 48,013 XMHQ 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 48,013 shares
    Change vs previous 13F -16,935 shares

    0.1% of the 13F portfolio, value $5,419,690.

    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 64,948 shares
    Change vs previous 13F +1,874 shares

    0.13% of the 13F portfolio, value $6,713,676.

    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 63,074 shares
    Change vs previous 13F -4,972 shares

    0.13% of the 13F portfolio, value $6,460,067.

    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 68,046 shares
    Change vs previous 13F +1,518 shares

    0.15% of the 13F portfolio, value $7,142,126.

    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 66,528 shares
    Change vs previous 13F +11,490 shares

    0.15% of the 13F portfolio, value $6,535,709.

    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 55,038 shares
    Change vs previous 13F -12,425 shares

    0.14% of the 13F portfolio, value $5,037,660.

    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 67,463 shares
    Change vs previous 13F +12,254 shares

    0.18% of the 13F portfolio, value $6,643,118.

    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 55,209 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $5,663,320.

    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).