WealthShield Partners, LLC: IYE position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WealthShield Partners, LLC on IYE, newest first. How the timeline and the estimate are built.
WealthShield Partners, LLC held 1,553 IYE shares at 2026-06-30 per its 13F-HR filed 2026-08-12.
the latest 13F is the newest step
- period ended2026-06-3013F 1,553 sharesChange vs previous 13F 0 shares
0.01% of the 13F portfolio, value $87,884.
13F-HR 0001398344-26-014166 filed by WealthShield Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,553 sharesChange vs previous 13F 0 shares
0.01% of the 13F portfolio, value $100,588.
13F-HR 0001398344-26-008094 filed by WealthShield Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,553 sharesChange vs previous 13F 0 shares
0.01% of the 13F portfolio, value $73,814.
13F-HR 0001398344-26-001942 filed by WealthShield Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,553 sharesChange vs previous 13F -14 shares
0.01% of the 13F portfolio, value $73,799.
13F-HR 0001398344-25-020099 filed by WealthShield Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,567 sharesChange vs previous 13F 0 shares
0.01% of the 13F portfolio, value $70,860.
13F-HR 0001398344-25-014826 filed by WealthShield Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,567 sharesChange vs previous 13F +990 shares
0.01% of the 13F portfolio, value $77,253.
13F-HR 0001398344-25-009105 filed by WealthShield Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 577 sharesChange vs previous 13F -1,000 shares
<0.01% of the 13F portfolio, value $26,294.
13F-HR 0001398344-25-001803 filed by WealthShield Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 1,577 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $73,078.
13F-HR 0001398344-24-019902 filed by WealthShield Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).