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Disclosery

WealthShield Partners, LLC: IWM position timeline

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

WealthShield Partners, LLC held 6,726 IWM 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 6,726 shares
    Change vs previous 13F -483 shares

    0.31% of the 13F portfolio, value $2,020,737.

    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 7,209 shares
    Change vs previous 13F -299 shares

    0.2% of the 13F portfolio, value $1,787,807.

    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 7,508 shares
    Change vs previous 13F +1,231 shares

    0.2% of the 13F portfolio, value $1,848,140.

    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 6,277 shares
    Change vs previous 13F -281 shares

    0.17% of the 13F portfolio, value $1,518,818.

    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 6,558 shares
    Change vs previous 13F -554 shares

    0.17% of the 13F portfolio, value $1,415,176.

    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 7,112 shares
    Change vs previous 13F +2,394 shares

    0.18% of the 13F portfolio, value $1,418,791.

    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 4,718 shares
    Change vs previous 13F -2,119 shares

    0.15% of the 13F portfolio, value $1,042,504.

    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 6,837 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $1,510,232.

    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).