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Disclosery

WealthShield Partners, LLC: IVW position timeline

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

WealthShield Partners, LLC held 128,972 IVW 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 128,972 shares
    Change vs previous 13F -25,940 shares

    2.71% of the 13F portfolio, value $17,737,553.

    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 154,912 shares
    Change vs previous 13F +7,701 shares

    1.95% of the 13F portfolio, value $17,522,052.

    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 147,211 shares
    Change vs previous 13F +2,921 shares

    2% of the 13F portfolio, value $18,145,286.

    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 144,290 shares
    Change vs previous 13F -1,918 shares

    1.98% of the 13F portfolio, value $17,418,708.

    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 146,208 shares
    Change vs previous 13F -14,001 shares

    1.95% of the 13F portfolio, value $16,097,499.

    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 160,209 shares
    Change vs previous 13F +6,065 shares

    1.92% of the 13F portfolio, value $14,872,191.

    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 154,144 shares
    Change vs previous 13F -1,409 shares

    2.22% of the 13F portfolio, value $15,650,203.

    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 155,553 shares
    Change vs previous 13F not available

    2.02% of the 13F portfolio, value $14,894,241.

    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).