WealthShield Partners, LLC: DGRO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WealthShield Partners, LLC on DGRO, newest first. How the timeline and the estimate are built.
WealthShield Partners, LLC held 198,534 DGRO shares at 2026-06-30 per its 13F-HR filed 2026-08-12.
the latest 13F is the newest step
- period ended2026-06-3013F 198,534 sharesChange vs previous 13F +12,947 shares
2.3% of the 13F portfolio, value $15,046,911.
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 185,587 sharesChange vs previous 13F -860 shares
1.45% of the 13F portfolio, value $13,024,501.
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 186,447 sharesChange vs previous 13F -147 shares
1.43% of the 13F portfolio, value $12,943,176.
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 186,594 sharesChange vs previous 13F -28 shares
1.44% of the 13F portfolio, value $12,703,321.
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 186,622 sharesChange vs previous 13F -4,054 shares
1.44% of the 13F portfolio, value $11,932,629.
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 190,676 sharesChange vs previous 13F +22,792 shares
1.52% of the 13F portfolio, value $11,779,988.
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 167,884 sharesChange vs previous 13F -44,420 shares
1.46% of the 13F portfolio, value $10,298,009.
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 212,304 sharesChange vs previous 13F not available
1.8% of the 13F portfolio, value $13,309,360.
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).