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Disclosery

WealthShield Partners, LLC: ICVT position timeline

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

WealthShield Partners, LLC held 2,083 ICVT 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 2,083 shares
    Change vs previous 13F -2,147 shares

    0.04% of the 13F portfolio, value $253,584.

    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 4,230 shares
    Change vs previous 13F -3,954 shares

    0.05% of the 13F portfolio, value $430,572.

    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 8,184 shares
    Change vs previous 13F +1,415 shares

    0.09% of the 13F portfolio, value $806,124.

    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 6,769 shares
    Change vs previous 13F +1,577 shares

    0.08% of the 13F portfolio, value $677,239.

    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 5,192 shares
    Change vs previous 13F -2,907 shares

    0.06% of the 13F portfolio, value $467,799.

    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 8,099 shares
    Change vs previous 13F +406 shares

    0.09% of the 13F portfolio, value $677,187.

    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 7,693 shares
    Change vs previous 13F +2,262 shares

    0.09% of the 13F portfolio, value $653,687.

    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 5,431 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $454,417.

    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).