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
- period ended2026-06-3013F 164 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 4,973 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 5,186 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 5,384 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 5,424 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 5,569 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 6,278 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 6,404 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).