WealthShield Partners, LLC: CME position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WealthShield Partners, LLC on CME, newest first. How the timeline and the estimate are built.
WealthShield Partners, LLC held 12,318 CME shares at 2026-06-30 per its 13F-HR filed 2026-08-12.
the latest 13F is the newest step
- period ended2026-06-3013F 12,318 sharesChange vs previous 13F +486 shares
0.42% of the 13F portfolio, value $2,720,162.
13F-HR 0001398344-26-014166 filed by WealthShield Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 11,832 sharesChange vs previous 13F +71 shares
0.39% of the 13F portfolio, value $3,494,446.
13F-HR 0001398344-26-008094 filed by WealthShield Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 11,761 sharesChange vs previous 13F +439 shares
0.35% of the 13F portfolio, value $3,211,709.
13F-HR 0001398344-26-001942 filed by WealthShield Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 11,322 sharesChange vs previous 13F +358 shares
0.35% of the 13F portfolio, value $3,059,222.
13F-HR 0001398344-25-020099 filed by WealthShield Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 10,964 sharesChange vs previous 13F -5,045 shares
0.37% of the 13F portfolio, value $3,021,903.
13F-HR 0001398344-25-014826 filed by WealthShield Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 16,009 sharesChange vs previous 13F +711 shares
0.55% of the 13F portfolio, value $4,246,951.
13F-HR 0001398344-25-009105 filed by WealthShield Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 15,298 sharesChange vs previous 13F +192 shares
0.52% of the 13F portfolio, value $3,641,716.
13F-HR 0001398344-25-001803 filed by WealthShield Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 15,106 sharesChange vs previous 13F not available
0.45% of the 13F portfolio, value $3,333,180.
13F-HR 0001398344-24-019902 filed by WealthShield Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).