WealthCare Investment Partners, LLC historic quarter change: Foreign Funds, Added
In funds and trusts that are not on this site's ETF list (sponsor series, commodity pools, money market) (depositary receipts and foreign shares traded over the counter), over 10 quarters from 2023-12-31 to 2026-06-30, WealthCare Investment 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 1908462), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-10); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-09); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-06); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-07); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-09); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-22); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-03); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-08); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-18); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-15). 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 2021-12-31.
No position of this class changed this way in the filings compared.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| True Wealth Design, LLC | United States | $0.360B | 2,699 |
| RR Advisors, LLC | United States | $0.360B | 27 |
| BNC WEALTH MANAGEMENT, LLC | United States | $0.360B | 106 |
| PROATHLETE WEALTH MANAGEMENT LLC | United States | $0.361B | 368 |
| 5AM Venture Management, LLC | United States | $0.360B | 20 |
| MONIMUS CAPITAL MANAGEMENT, LP | United States | $0.361B | 55 |
| Duncan Williams Asset Management, LLC | United States | $0.361B | 154 |
| PYA Waltman Capital, LLC | United States | $0.361B | 67 |
| Logan Stone Capital, LLC | United States | $0.360B | 133 |
| VCI Wealth Management LLC | United States | $0.361B | 123 |