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WealthShield Partners, LLC: IBIT position timeline

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

WealthShield Partners, LLC held 18,609 IBIT 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 18,609 shares
    Change vs previous 13F -9,491 shares

    0.09% of the 13F portfolio, value $619,494.

    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 28,100 shares
    Change vs previous 13F -5,190 shares

    0.12% of the 13F portfolio, value $1,079,602.

    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 33,290 shares
    Change vs previous 13F -3,329 shares

    0.18% of the 13F portfolio, value $1,652,849.

    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 36,619 shares
    Change vs previous 13F +3,410 shares

    0.27% of the 13F portfolio, value $2,380,235.

    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 33,209 shares
    Change vs previous 13F +834 shares

    0.25% of the 13F portfolio, value $2,032,723.

    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 32,375 shares
    Change vs previous 13F +6,570 shares

    0.2% of the 13F portfolio, value $1,515,474.

    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 25,805 shares
    Change vs previous 13F +11,879 shares

    0.19% of the 13F portfolio, value $1,368,955.

    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 13,926 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $503,146.

    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).