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
- period ended2026-06-3013F 46,771 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 48,294 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 48,377 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 48,374 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 47,995 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 95,023 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 49,119 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 48,629 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).