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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

  1. period ended2026-06-30
    13F 12,318 shares
    Change 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), ingested

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

  2. period ended2026-03-31
    13F 11,832 shares
    Change 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), ingested

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

  3. period ended2025-12-31
    13F 11,761 shares
    Change 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), ingested

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

  4. period ended2025-09-30
    13F 11,322 shares
    Change 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), ingested

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

  5. period ended2025-06-30
    13F 10,964 shares
    Change 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), ingested

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

  6. period ended2025-03-31
    13F 16,009 shares
    Change 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), ingested

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

  7. period ended2024-12-31
    13F 15,298 shares
    Change 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), ingested

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

  8. period ended2024-09-30
    13F 15,106 shares
    Change 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), ingested

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