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WealthShield Partners, LLC: CTRE position timeline

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

WealthShield Partners, LLC held 46,771 CTRE 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 46,771 shares
    Change vs previous 13F -1,523 shares

    0.29% of the 13F portfolio, value $1,905,458.

    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 48,294 shares
    Change vs previous 13F -83 shares

    0.2% of the 13F portfolio, value $1,769,971.

    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 48,377 shares
    Change vs previous 13F +3 shares

    0.19% of the 13F portfolio, value $1,749,322.

    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 48,374 shares
    Change vs previous 13F +379 shares

    0.19% of the 13F portfolio, value $1,677,597.

    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 47,995 shares
    Change vs previous 13F -47,028 shares

    0.18% of the 13F portfolio, value $1,468,645.

    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 95,023 shares
    Change vs previous 13F +45,904 shares

    0.35% of the 13F portfolio, value $2,730,806.

    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 49,119 shares
    Change vs previous 13F +490 shares

    0.19% of the 13F portfolio, value $1,342,768.

    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 48,629 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $1,514,787.

    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).