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Livermore
Livermore
ZHEN

Wealthcare Advisory Partners LLC

SEC CIK
0001683059
Latest filing
Jul 9, 2026

CMI holding history

Cummins Inc in every 13F filed by Wealthcare Advisory Partners LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CMI overviewAll 13F holders of CMIFull Q2 2026 holdings

Shares (Q2 2026)
4,375
Value
$3.12M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of CMI by Wealthcare Advisory Partners LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,375$3.12M0.1%−2,086−32.3%ReducedHolders
Q1 20266,461$3.48M0.1%−124−1.9%ReducedHolders
Q4 20256,585$3.36M0.1%+2,573+64.1%AddedHolders
Q3 20254,012$1.69M<0.1%+34+0.9%AddedHolders
Q2 20253,978$1.30M<0.1%+171+4.5%AddedHolders
Q1 20253,807$1.19M<0.1%+255+7.2%AddedHolders
Q4 20243,552$1.24M<0.1%−15−0.4%ReducedHolders
Q3 20243,567$1.16M<0.1%−305−7.9%ReducedHolders
Q2 20243,872$1.07M<0.1%+491+14.5%AddedHolders
Q1 20243,381$996.3K<0.1%+1,775+110.5%AddedHolders
Q4 20231,606$384.8K<0.1%−85−5.0%ReducedHolders
Q3 20231,691$386.3K<0.1%−106−5.9%ReducedHolders
Q2 20231,797$440.5K<0.1%+51+2.9%AddedHolders
Q1 20231,746$417.1K<0.1%+20+1.2%AddedHolders
Q4 20221,726$418.1K<0.1%+12+0.7%AddedHolders
Q3 20221,714$349.0K<0.1%−11−0.6%ReducedHolders
Q2 20221,725$334.0K<0.1%+199+13.0%AddedHolders
Q1 20221,526$313.0K<0.1%+33+2.2%AddedHolders
Q4 20211,493$326.0K<0.1%+139+10.3%AddedHolders
Q3 20211,354$304.0K<0.1%+10+0.7%AddedHolders
Q2 20211,344$328.0K<0.1%+114+9.3%AddedHolders
Q1 20211,230$319.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.