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Disclosery

WealthShield Partners, LLC: COST position timeline

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

WealthShield Partners, LLC held 2,514 COST 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 2,514 shares
    Change vs previous 13F -403 shares

    0.36% of the 13F portfolio, value $2,351,991.

    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 2,917 shares
    Change vs previous 13F +29 shares

    0.32% of the 13F portfolio, value $2,906,138.

    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 2,888 shares
    Change vs previous 13F -536 shares

    0.27% of the 13F portfolio, value $2,490,627.

    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 3,424 shares
    Change vs previous 13F +5 shares

    0.36% of the 13F portfolio, value $3,169,283.

    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 3,419 shares
    Change vs previous 13F -92 shares

    0.41% of the 13F portfolio, value $3,384,240.

    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 3,511 shares
    Change vs previous 13F -667 shares

    0.43% of the 13F portfolio, value $3,320,958.

    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 4,178 shares
    Change vs previous 13F -80 shares

    0.54% of the 13F portfolio, value $3,828,628.

    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 4,258 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $3,774,981.

    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).