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Disclosery

WealthShield Partners, LLC: DWX position timeline

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

WealthShield Partners, LLC held 226 DWX 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 226 shares
    Change vs previous 13F -46,989 shares

    <0.01% of the 13F portfolio, value $10,388.

    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 47,215 shares
    Change vs previous 13F -200 shares

    0.24% of the 13F portfolio, value $2,153,094.

    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 47,415 shares
    Change vs previous 13F +584 shares

    0.23% of the 13F portfolio, value $2,083,192.

    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 46,831 shares
    Change vs previous 13F -959 shares

    0.23% of the 13F portfolio, value $1,999,684.

    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 47,790 shares
    Change vs previous 13F -1,537 shares

    0.24% of the 13F portfolio, value $2,014,349.

    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 49,327 shares
    Change vs previous 13F +1,760 shares

    0.24% of the 13F portfolio, value $1,892,184.

    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 47,567 shares
    Change vs previous 13F -11,724 shares

    0.24% of the 13F portfolio, value $1,662,942.

    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 59,291 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $2,276,537.

    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).