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Disclosery

WealthShield Partners, LLC: ADI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WealthShield Partners, LLC on ADI, newest first. How the timeline and the estimate are built.

WealthShield Partners, LLC held 6,590 ADI shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,590 shares
    Change vs previous 13F -441 shares

    0.4% of the 13F portfolio, value $2,617,477.

    13F-HR 0001398344-26-014166 filed by WealthShield Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 7,031 shares
    Change vs previous 13F -199 shares

    0.25% of the 13F portfolio, value $2,236,940.

    13F-HR 0001398344-26-008094 filed by WealthShield Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 7,230 shares
    Change vs previous 13F +17 shares

    0.22% of the 13F portfolio, value $1,960,855.

    13F-HR 0001398344-26-001942 filed by WealthShield Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 7,213 shares
    Change vs previous 13F +88 shares

    0.2% of the 13F portfolio, value $1,772,291.

    13F-HR 0001398344-25-020099 filed by WealthShield Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 7,125 shares
    Change vs previous 13F -2,926 shares

    0.21% of the 13F portfolio, value $1,695,943.

    13F-HR 0001398344-25-014826 filed by WealthShield Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 10,051 shares
    Change vs previous 13F +1,947 shares

    0.26% of the 13F portfolio, value $2,026,979.

    13F-HR 0001398344-25-009105 filed by WealthShield Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 8,104 shares
    Change vs previous 13F -2,744 shares

    0.24% of the 13F portfolio, value $1,721,848.

    13F-HR 0001398344-25-001803 filed by WealthShield Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 10,848 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $2,496,927.

    13F-HR 0001398344-24-019902 filed by WealthShield Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).