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Disclosery

WealthShield Partners, LLC: IWF position timeline

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

WealthShield Partners, LLC held 25,503 IWF 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 25,503 shares
    Change vs previous 13F +16,040 shares

    0.48% of the 13F portfolio, value $3,166,708.

    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 9,463 shares
    Change vs previous 13F -506 shares

    0.45% of the 13F portfolio, value $4,035,188.

    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 9,969 shares
    Change vs previous 13F +59 shares

    0.52% of the 13F portfolio, value $4,718,491.

    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 9,910 shares
    Change vs previous 13F -67 shares

    0.53% of the 13F portfolio, value $4,642,084.

    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 9,977 shares
    Change vs previous 13F +150 shares

    0.51% of the 13F portfolio, value $4,236,144.

    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 9,827 shares
    Change vs previous 13F +300 shares

    0.46% of the 13F portfolio, value $3,548,535.

    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 9,527 shares
    Change vs previous 13F -525 shares

    0.54% of the 13F portfolio, value $3,825,928.

    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 10,052 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $3,773,370.

    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).