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Disclosery

WealthShield Partners, LLC: IWD position timeline

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

WealthShield Partners, LLC held 1,336 IWD 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 1,336 shares
    Change vs previous 13F -3,389 shares

    0.05% of the 13F portfolio, value $323,886.

    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 4,725 shares
    Change vs previous 13F -1,153 shares

    0.11% of the 13F portfolio, value $1,009,591.

    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 5,878 shares
    Change vs previous 13F +1,140 shares

    0.14% of the 13F portfolio, value $1,236,379.

    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 4,738 shares
    Change vs previous 13F -779 shares

    0.11% of the 13F portfolio, value $964,609.

    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 5,517 shares
    Change vs previous 13F -113 shares

    0.13% of the 13F portfolio, value $1,071,567.

    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 5,630 shares
    Change vs previous 13F -316 shares

    0.14% of the 13F portfolio, value $1,059,341.

    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 5,946 shares
    Change vs previous 13F +625 shares

    0.16% of the 13F portfolio, value $1,100,783.

    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 5,321 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,009,926.

    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).