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Disclosery

WealthShield Partners, LLC: IWC position timeline

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

WealthShield Partners, LLC held 103 IWC 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 103 shares
    Change vs previous 13F -22,973 shares

    <0.01% of the 13F portfolio, value $20,604.

    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 23,076 shares
    Change vs previous 13F +442 shares

    0.41% of the 13F portfolio, value $3,683,118.

    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 22,634 shares
    Change vs previous 13F -5,320 shares

    0.39% of the 13F portfolio, value $3,569,399.

    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 27,954 shares
    Change vs previous 13F -2,157 shares

    0.47% of the 13F portfolio, value $4,167,704.

    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 30,111 shares
    Change vs previous 13F +690 shares

    0.46% of the 13F portfolio, value $3,843,985.

    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 29,421 shares
    Change vs previous 13F +168 shares

    0.42% of the 13F portfolio, value $3,263,078.

    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 29,253 shares
    Change vs previous 13F -738 shares

    0.54% of the 13F portfolio, value $3,814,054.

    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 29,991 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $3,698,536.

    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).