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
- period ended2026-06-3013F 9,842 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 9,932 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 18,034 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 17,453 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 17,129 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 16,394 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 15,512 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 15,992 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).