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Disclosery

WealthShield Partners, LLC: IVE position timeline

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

WealthShield Partners, LLC held 54,577 IVE 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 54,577 shares
    Change vs previous 13F -25,709 shares

    1.9% of the 13F portfolio, value $12,392,353.

    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 80,286 shares
    Change vs previous 13F -5,206 shares

    1.89% of the 13F portfolio, value $16,952,302.

    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 85,492 shares
    Change vs previous 13F +20,296 shares

    2% of the 13F portfolio, value $18,130,185.

    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 65,196 shares
    Change vs previous 13F +1,838 shares

    1.53% of the 13F portfolio, value $13,463,571.

    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 63,358 shares
    Change vs previous 13F +8,205 shares

    1.5% of the 13F portfolio, value $12,381,329.

    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 55,153 shares
    Change vs previous 13F +17,364 shares

    1.35% of the 13F portfolio, value $10,511,121.

    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 37,789 shares
    Change vs previous 13F -1,008 shares

    1.02% of the 13F portfolio, value $7,213,206.

    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 38,797 shares
    Change vs previous 13F not available

    1.04% of the 13F portfolio, value $7,649,536.

    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).