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WealthShield Partners, LLC: ITOT position timeline

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

WealthShield Partners, LLC held 6,387 ITOT 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 6,387 shares
    Change vs previous 13F -877 shares

    0.16% of the 13F portfolio, value $1,049,192.

    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 7,264 shares
    Change vs previous 13F -13 shares

    0.12% of the 13F portfolio, value $1,034,612.

    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 7,277 shares
    Change vs previous 13F -89 shares

    0.12% of the 13F portfolio, value $1,082,017.

    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 7,366 shares
    Change vs previous 13F -2,870 shares

    0.12% of the 13F portfolio, value $1,072,858.

    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 10,236 shares
    Change vs previous 13F +4,252 shares

    0.17% of the 13F portfolio, value $1,382,269.

    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 5,984 shares
    Change vs previous 13F -962 shares

    0.09% of the 13F portfolio, value $730,108.

    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 6,946 shares
    Change vs previous 13F +270 shares

    0.13% of the 13F portfolio, value $893,395.

    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 6,676 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $838,639.

    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).