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Disclosery

WealthShield Partners, LLC: EFG position timeline

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

WealthShield Partners, LLC held 61,094 EFG 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 61,094 shares
    Change vs previous 13F -241 shares

    1.16% of the 13F portfolio, value $7,601,315.

    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 61,335 shares
    Change vs previous 13F +50,788 shares

    0.76% of the 13F portfolio, value $6,830,840.

    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 10,547 shares
    Change vs previous 13F -11,500 shares

    0.13% of the 13F portfolio, value $1,201,474.

    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 22,047 shares
    Change vs previous 13F -33,465 shares

    0.28% of the 13F portfolio, value $2,510,697.

    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 55,512 shares
    Change vs previous 13F -3,499 shares

    0.75% of the 13F portfolio, value $6,217,329.

    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 59,011 shares
    Change vs previous 13F -35,529 shares

    0.76% of the 13F portfolio, value $5,901,134.

    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 94,540 shares
    Change vs previous 13F +8,603 shares

    1.3% of the 13F portfolio, value $9,154,341.

    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 85,937 shares
    Change vs previous 13F not available

    1.25% of the 13F portfolio, value $9,251,158.

    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).