Advertisement
Screener

Wealthcare Advisory Partners LLC Historic Quarter Change: Foreign SPAC Units, Sold Out

Wealthcare Advisory Partners LLC historic quarter change: Foreign SPAC Units, Sold out

In units (a share and a warrant or right, mostly SPACs) (depositary receipts and foreign shares traded over the counter), over 11 quarters from 2016-06-30 to 2026-06-30, Wealthcare Advisory Partners LLC opened 0 positions, added to 0, reduced 0 and sold out of 0.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1683059), 11 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-09); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-14); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-14); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-07); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-22); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-15); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-15); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-04); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-12); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-15); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-10-14). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2016-06-30. Not compared, as a quarter between them is not held here yet: 2016-09-30 to 2023-12-31 (missing 2016-12-31, 2017-03-31, 2017-06-30, 2017-09-30, 2017-12-31, 2018-03-31, 2018-06-30, 2018-09-30, 2018-12-31, 2019-03-31, 2019-06-30, 2019-09-30, 2019-12-31, 2020-03-31, 2020-06-30, 2020-09-30, 2020-12-31, 2021-03-31, 2021-06-30, 2021-09-30, 2021-12-31, 2022-03-31, 2022-06-30, 2022-09-30, 2022-12-31, 2023-03-31, 2023-06-30, 2023-09-30).

No position of this class changed this way in the filings compared.

Similar Firms

Firm NameCountry13F ValueHoldings
Carnegie Investment CounselUnited States$5.130B559
SNYDER CAPITAL MANAGEMENT L PUnited States$5.155B70
Aequim Alternative Investments LPUnited States$5.158B102
Merewether Investment Management, LPUnited States$5.165B79
PERCEPTIVE ADVISORS LLCUnited States$5.118B94
TODD ASSET MANAGEMENT LLCUnited States$5.111B262
Choate Investment AdvisorsUnited States$5.110B438
EQUITY INVESTMENT CORPUnited States$5.106B71
Cannell & Spears LLCUnited States$5.101B420
NICHOLAS COMPANY, INC.United States$5.096B203