Skip to content
Disclosery

WealthShield Partners, LLC: IJR position timeline

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

WealthShield Partners, LLC held 7,612 IJR 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 7,612 shares
    Change vs previous 13F -8,425 shares

    0.17% of the 13F portfolio, value $1,128,936.

    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 16,037 shares
    Change vs previous 13F -236 shares

    0.22% of the 13F portfolio, value $1,993,523.

    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 16,273 shares
    Change vs previous 13F +562 shares

    0.22% of the 13F portfolio, value $1,955,638.

    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 15,711 shares
    Change vs previous 13F -54 shares

    0.21% of the 13F portfolio, value $1,866,960.

    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 15,765 shares
    Change vs previous 13F -8,052 shares

    0.21% of the 13F portfolio, value $1,722,976.

    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 23,817 shares
    Change vs previous 13F +3,833 shares

    0.32% of the 13F portfolio, value $2,490,530.

    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 19,984 shares
    Change vs previous 13F -3,913 shares

    0.33% of the 13F portfolio, value $2,302,518.

    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 23,897 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $2,795,015.

    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).