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WealthShield Partners, LLC: IXUS position timeline

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

WealthShield Partners, LLC held 15,424 IXUS 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 15,424 shares
    Change vs previous 13F -2,258 shares

    0.23% of the 13F portfolio, value $1,472,067.

    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 17,682 shares
    Change vs previous 13F +42 shares

    0.17% of the 13F portfolio, value $1,531,968.

    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 17,640 shares
    Change vs previous 13F +142 shares

    0.16% of the 13F portfolio, value $1,493,050.

    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 17,498 shares
    Change vs previous 13F +25 shares

    0.16% of the 13F portfolio, value $1,444,985.

    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 17,473 shares
    Change vs previous 13F -278 shares

    0.16% of the 13F portfolio, value $1,350,838.

    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 17,751 shares
    Change vs previous 13F +540 shares

    0.16% of the 13F portfolio, value $1,239,218.

    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 17,211 shares
    Change vs previous 13F -311 shares

    0.16% of the 13F portfolio, value $1,138,312.

    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 17,522 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,272,606.

    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).