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Disclosery

WealthShield Partners, LLC: CDNS position timeline

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

WealthShield Partners, LLC held 7,198 CDNS 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 7,198 shares
    Change vs previous 13F -278 shares

    0.41% of the 13F portfolio, value $2,701,553.

    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 7,476 shares
    Change vs previous 13F +153 shares

    0.23% of the 13F portfolio, value $2,077,356.

    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 7,323 shares
    Change vs previous 13F -36 shares

    0.25% of the 13F portfolio, value $2,289,023.

    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 7,359 shares
    Change vs previous 13F +39 shares

    0.29% of the 13F portfolio, value $2,584,922.

    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 7,320 shares
    Change vs previous 13F +735 shares

    0.27% of the 13F portfolio, value $2,255,658.

    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 6,585 shares
    Change vs previous 13F +1,236 shares

    0.22% of the 13F portfolio, value $1,674,763.

    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 5,349 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $1,607,161.

    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).