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WealthShield Partners, LLC: DLR position timeline

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

WealthShield Partners, LLC held 9,842 DLR 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 9,842 shares
    Change vs previous 13F -90 shares

    0.27% of the 13F portfolio, value $1,767,373.

    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 9,932 shares
    Change vs previous 13F -8,102 shares

    0.2% of the 13F portfolio, value $1,789,786.

    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 18,034 shares
    Change vs previous 13F +581 shares

    0.31% of the 13F portfolio, value $2,790,070.

    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 17,453 shares
    Change vs previous 13F +324 shares

    0.34% of the 13F portfolio, value $3,017,308.

    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 17,129 shares
    Change vs previous 13F +735 shares

    0.36% of the 13F portfolio, value $2,986,118.

    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 16,394 shares
    Change vs previous 13F +882 shares

    0.3% of the 13F portfolio, value $2,349,054.

    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 15,512 shares
    Change vs previous 13F -480 shares

    0.39% of the 13F portfolio, value $2,769,619.

    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 15,992 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $2,587,961.

    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).