Back to PEO
Wealthcare Advisory Partners LLC → PEO
Wealthcare Advisory Partners LLC PEO Position History
Adams Natural Resources Fund, Inc. • Energy
Quarters held
5
Latest value
$1.2M
Q3 2026
Peak value
$1.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $788K |
| Q4 2025 | $787K |
| Q1 2026 | $1.1M |
| Q2 2026 | $1M |
| Q3 2026 | $1.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.2M | 44.7K | — | — |
| Q2 2026 | $1M | 42.2K | — | — |
| Q1 2026 | $1.1M | 39.6K | — | — |
| Q4 2025 | $787K | 36.2K | — | — |
| Q3 2025 | $788K | 36.6K | — | — |