Skip to content
Disclosery

WealthShield Partners, LLC: IJJ position timeline

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

WealthShield Partners, LLC held 778 IJJ 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 778 shares
    Change vs previous 13F -7,647 shares

    0.02% of the 13F portfolio, value $114,934.

    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 8,425 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $1,116,313.

    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 8,425 shares
    Change vs previous 13F +779 shares

    0.12% of the 13F portfolio, value $1,108,646.

    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 7,646 shares
    Change vs previous 13F -180 shares

    0.11% of the 13F portfolio, value $991,839.

    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 7,826 shares
    Change vs previous 13F -1,846 shares

    0.12% of the 13F portfolio, value $967,137.

    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 9,672 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $1,158,029.

    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 9,672 shares
    Change vs previous 13F -158 shares

    0.17% of the 13F portfolio, value $1,208,613.

    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 9,830 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,215,185.

    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).