Skip to content
Disclosery

WealthShield Partners, LLC: IWR position timeline

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

WealthShield Partners, LLC held 2,000 IWR 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 2,000 shares
    Change vs previous 13F -2,279 shares

    0.03% of the 13F portfolio, value $220,640.

    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 4,279 shares
    Change vs previous 13F -5,377 shares

    0.05% of the 13F portfolio, value $416,047.

    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 9,656 shares
    Change vs previous 13F +4,262 shares

    0.1% of the 13F portfolio, value $929,583.

    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 5,394 shares
    Change vs previous 13F +964 shares

    0.06% of the 13F portfolio, value $520,791.

    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 4,430 shares
    Change vs previous 13F +395 shares

    0.05% of the 13F portfolio, value $407,427.

    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 4,035 shares
    Change vs previous 13F -1,925 shares

    0.04% of the 13F portfolio, value $343,257.

    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 5,960 shares
    Change vs previous 13F +1,925 shares

    0.07% of the 13F portfolio, value $526,864.

    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 4,035 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $355,645.

    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).