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Disclosery

WealthShield Partners, LLC: IVV position timeline

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

WealthShield Partners, LLC held 71,406 IVV 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 71,406 shares
    Change vs previous 13F +17,447 shares

    8.18% of the 13F portfolio, value $53,475,306.

    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 53,959 shares
    Change vs previous 13F +7,441 shares

    3.93% of the 13F portfolio, value $35,246,340.

    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 46,518 shares
    Change vs previous 13F +1,367 shares

    3.51% of the 13F portfolio, value $31,862,003.

    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 45,151 shares
    Change vs previous 13F -1,210 shares

    3.43% of the 13F portfolio, value $30,219,431.

    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 46,361 shares
    Change vs previous 13F -18,296 shares

    3.48% of the 13F portfolio, value $28,785,488.

    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 64,657 shares
    Change vs previous 13F +5,368 shares

    4.68% of the 13F portfolio, value $36,330,512.

    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 59,289 shares
    Change vs previous 13F -5,759 shares

    4.95% of the 13F portfolio, value $34,902,298.

    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 65,048 shares
    Change vs previous 13F not available

    5.08% of the 13F portfolio, value $37,521,144.

    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).