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Disclosery

WealthShield Partners, LLC: IUSG position timeline

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

WealthShield Partners, LLC held 28,938 IUSG 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 28,938 shares
    Change vs previous 13F +687 shares

    0.83% of the 13F portfolio, value $5,442,948.

    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 28,251 shares
    Change vs previous 13F -857 shares

    0.49% of the 13F portfolio, value $4,382,013.

    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 29,108 shares
    Change vs previous 13F -216 shares

    0.54% of the 13F portfolio, value $4,888,398.

    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 29,324 shares
    Change vs previous 13F -68 shares

    0.55% of the 13F portfolio, value $4,824,971.

    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 29,392 shares
    Change vs previous 13F +60 shares

    0.53% of the 13F portfolio, value $4,420,557.

    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 29,332 shares
    Change vs previous 13F +6,721 shares

    0.48% of the 13F portfolio, value $3,727,511.

    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 22,611 shares
    Change vs previous 13F -7,419 shares

    0.45% of the 13F portfolio, value $3,150,843.

    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 30,030 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $3,961,257.

    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).