WealthShield Partners, LLC: HD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WealthShield Partners, LLC on HD, newest first. How the timeline and the estimate are built.
WealthShield Partners, LLC held 9,843 HD shares at 2026-06-30 per its 13F-HR filed 2026-08-12.
the latest 13F is the newest step
- period ended2026-06-3013F 9,843 sharesChange vs previous 13F -6,272 shares
0.53% of the 13F portfolio, value $3,471,388.
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 16,115 sharesChange vs previous 13F +1,261 shares
0.59% of the 13F portfolio, value $5,300,053.
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 14,854 sharesChange vs previous 13F +180 shares
0.56% of the 13F portfolio, value $5,111,164.
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 14,674 sharesChange vs previous 13F +193 shares
0.67% of the 13F portfolio, value $5,945,952.
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 14,481 sharesChange vs previous 13F +590 shares
0.64% of the 13F portfolio, value $5,309,138.
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 13,891 sharesChange vs previous 13F +908 shares
0.66% of the 13F portfolio, value $5,090,948.
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 12,983 sharesChange vs previous 13F -207 shares
0.72% of the 13F portfolio, value $5,050,206.
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 13,190 sharesChange vs previous 13F not available
0.72% of the 13F portfolio, value $5,344,501.
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).