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Wealthcare Advisory Partners LLC

SEC CIK
0001683059
Latest filing
Jul 9, 2026

EPR holding history

Epr Properties 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.

EPR overviewAll 13F holders of EPRFull Q2 2026 holdings

Shares (Q2 2026)
4,705
Value
$272.9K
% of portfolio
<0.1%
Quarters held
11
Since Q4 2021
Holdings of EPR by Wealthcare Advisory Partners LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,705$272.9K<0.1%+305+6.9%AddedHolders
Q1 20264,400$219.8K<0.1%+4,400NewHolders
Q2 20240$00.0%−4,724−100.0%Sold outHolders
Q1 20244,724$200.5K<0.1%+143+3.1%AddedHolders
Q4 20234,581$222.0K<0.1%+4,581NewHolders
Q3 20230$00.0%−7,405−100.0%Sold outHolders
Q2 20237,405$346.5K<0.1%+108+1.5%AddedHolders
Q1 20237,297$278.0K<0.1%−596−7.6%ReducedHolders
Q4 20227,893$297.7K<0.1%+299+3.9%AddedHolders
Q3 20227,594$272.0K<0.1%+72+1.0%AddedHolders
Q2 20227,522$353.0K<0.1%−104−1.4%ReducedHolders
Q1 20227,626$417.0K<0.1%+1,945+34.2%AddedHolders
Q4 20215,681$270.0K<0.1%+5,681NewHolders