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Wealthcare Advisory Partners LLC: XT position timeline

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

Wealthcare Advisory Partners LLC held 293,720 XT 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 293,720 shares
    Change vs previous 13F +7,513 shares

    0.44% of the 13F portfolio, value $24,270,108.

    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: 264,664 shares
    • Wealthcare Capital Partners, LLC: 29,056 shares

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

  2. period ended2026-03-31
    13F 286,207 shares
    Change vs previous 13F +1,906 shares

    0.36% of the 13F portfolio, value $19,504,837.

    13F-HR 0001951757-26-000595 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 255,848 shares
    • Wealthcare Capital Partners, LLC: 30,359 shares

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

  3. period ended2025-12-31
    13F 284,301 shares
    Change vs previous 13F +5,269 shares

    0.37% of the 13F portfolio, value $19,827,176.

    13F-HR 0001951757-26-000085 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 253,082 shares
    • Wealthcare Capital Partners, LLC: 31,219 shares

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

  4. period ended2025-09-30
    13F 279,032 shares
    Change vs previous 13F +3,534 shares

    0.4% of the 13F portfolio, value $20,073,715.

    13F-HR 0001951757-25-001337 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 247,147 shares
    • Wealthcare Capital Partners, LLC: 31,885 shares

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

  5. period ended2025-06-30
    13F 275,498 shares
    Change vs previous 13F +79,136 shares

    0.39% of the 13F portfolio, value $17,976,230.

    13F-HR 0001951757-25-000905 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 243,773 shares
    • Wealthcare Capital Partners, LLC: 31,725 shares

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

  6. period ended2025-03-31
    13F 196,362 shares
    Change vs previous 13F -4,710 shares

    0.29% of the 13F portfolio, value $11,302,624.

    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: 162,929 shares
    • Wealthcare Capital Partners, LLC: 33,433 shares

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

  7. period ended2024-12-31
    13F 201,072 shares
    Change vs previous 13F +37,001 shares

    0.32% of the 13F portfolio, value $11,995,957.

    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: 167,263 shares
    • Wealthcare Capital Partners, LLC: 33,809 shares

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

  8. period ended2024-09-30
    13F 164,071 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $9,988,646.

    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).