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Disclosery

WealthShield Partners, LLC: IUSB position timeline

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

WealthShield Partners, LLC held 279,846 IUSB 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 279,846 shares
    Change vs previous 13F -6,443 shares

    1.98% of the 13F portfolio, value $12,914,893.

    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 286,289 shares
    Change vs previous 13F +9,223 shares

    1.47% of the 13F portfolio, value $13,223,678.

    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 277,066 shares
    Change vs previous 13F +745 shares

    1.42% of the 13F portfolio, value $12,894,632.

    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 276,321 shares
    Change vs previous 13F -16,827 shares

    1.46% of the 13F portfolio, value $12,906,947.

    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 293,148 shares
    Change vs previous 13F -20,790 shares

    1.64% of the 13F portfolio, value $13,552,224.

    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 313,938 shares
    Change vs previous 13F +2,359 shares

    1.86% of the 13F portfolio, value $14,466,253.

    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 311,579 shares
    Change vs previous 13F -15,975 shares

    2% of the 13F portfolio, value $14,083,366.

    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 327,554 shares
    Change vs previous 13F not available

    2.09% of the 13F portfolio, value $15,434,358.

    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).