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WealthShield Partners, LLC: ESGE position timeline

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

WealthShield Partners, LLC held 236 ESGE 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 236 shares
    Change vs previous 13F -24,365 shares

    <0.01% of the 13F portfolio, value $12,907.

    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 24,601 shares
    Change vs previous 13F +1,564 shares

    0.12% of the 13F portfolio, value $1,118,607.

    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 23,037 shares
    Change vs previous 13F +476 shares

    0.11% of the 13F portfolio, value $1,017,544.

    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 22,561 shares
    Change vs previous 13F -2,358 shares

    0.11% of the 13F portfolio, value $979,599.

    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 24,919 shares
    Change vs previous 13F -11,468 shares

    0.12% of the 13F portfolio, value $976,077.

    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 36,387 shares
    Change vs previous 13F -702 shares

    0.16% of the 13F portfolio, value $1,271,726.

    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 37,089 shares
    Change vs previous 13F -8,910 shares

    0.18% of the 13F portfolio, value $1,239,226.

    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 45,999 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $1,674,824.

    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).