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Disclosery

WealthShield Partners, LLC: EDIV position timeline

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

WealthShield Partners, LLC held 108 EDIV 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 108 shares
    Change vs previous 13F -55,332 shares

    <0.01% of the 13F portfolio, value $4,439.

    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 55,440 shares
    Change vs previous 13F -47 shares

    0.24% of the 13F portfolio, value $2,188,771.

    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 55,487 shares
    Change vs previous 13F +522 shares

    0.24% of the 13F portfolio, value $2,172,316.

    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 54,965 shares
    Change vs previous 13F +225 shares

    0.24% of the 13F portfolio, value $2,135,390.

    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 54,740 shares
    Change vs previous 13F -1,383 shares

    0.25% of the 13F portfolio, value $2,086,689.

    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 56,123 shares
    Change vs previous 13F +2,774 shares

    0.26% of the 13F portfolio, value $2,003,591.

    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 53,349 shares
    Change vs previous 13F -9,329 shares

    0.27% of the 13F portfolio, value $1,881,886.

    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 62,678 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $2,361,080.

    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).