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WealthShield Partners, LLC: C position timeline

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

WealthShield Partners, LLC held 49,078 C 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 49,078 shares
    Change vs previous 13F -2,895 shares

    1.05% of the 13F portfolio, value $6,869,021.

    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 51,973 shares
    Change vs previous 13F +811 shares

    0.66% of the 13F portfolio, value $5,894,238.

    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 51,162 shares
    Change vs previous 13F +126 shares

    0.66% of the 13F portfolio, value $5,970,072.

    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 51,036 shares
    Change vs previous 13F -452 shares

    0.59% of the 13F portfolio, value $5,180,156.

    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 51,488 shares
    Change vs previous 13F +4,388 shares

    0.53% of the 13F portfolio, value $4,382,619.

    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 47,100 shares
    Change vs previous 13F +5,819 shares

    0.43% of the 13F portfolio, value $3,343,598.

    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 41,281 shares
    Change vs previous 13F +1,362 shares

    0.41% of the 13F portfolio, value $2,905,753.

    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 39,919 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $2,498,957.

    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).