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WealthShield Partners, LLC: DSI position timeline

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

WealthShield Partners, LLC held 164 DSI 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 164 shares
    Change vs previous 13F -4,809 shares

    <0.01% of the 13F portfolio, value $23,352.

    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 4,973 shares
    Change vs previous 13F -213 shares

    0.07% of the 13F portfolio, value $602,678.

    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 5,186 shares
    Change vs previous 13F -198 shares

    0.07% of the 13F portfolio, value $668,112.

    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 5,384 shares
    Change vs previous 13F -40 shares

    0.08% of the 13F portfolio, value $678,115.

    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 5,424 shares
    Change vs previous 13F -145 shares

    0.08% of the 13F portfolio, value $630,052.

    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 5,569 shares
    Change vs previous 13F -709 shares

    0.07% of the 13F portfolio, value $570,321.

    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 6,278 shares
    Change vs previous 13F -126 shares

    0.1% of the 13F portfolio, value $692,150.

    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 6,404 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $696,691.

    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).