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Disclosery

WealthShield Partners, LLC: CRM position timeline

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

WealthShield Partners, LLC held 13,630 CRM 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 13,630 shares
    Change vs previous 13F +227 shares

    0.33% of the 13F portfolio, value $2,141,103.

    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 13,403 shares
    Change vs previous 13F -1,140 shares

    0.28% of the 13F portfolio, value $2,501,974.

    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 14,543 shares
    Change vs previous 13F +159 shares

    0.42% of the 13F portfolio, value $3,852,566.

    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 14,384 shares
    Change vs previous 13F +3,525 shares

    0.39% of the 13F portfolio, value $3,408,929.

    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 10,859 shares
    Change vs previous 13F +415 shares

    0.36% of the 13F portfolio, value $2,961,263.

    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 10,444 shares
    Change vs previous 13F +1,882 shares

    0.36% of the 13F portfolio, value $2,802,824.

    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 8,562 shares
    Change vs previous 13F -642 shares

    0.41% of the 13F portfolio, value $2,865,958.

    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 9,204 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $2,522,491.

    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).