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Disclosery

WealthShield Partners, LLC: IYW position timeline

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

WealthShield Partners, LLC held 2,212 IYW 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 2,212 shares
    Change vs previous 13F -82 shares

    0.09% of the 13F portfolio, value $557,933.

    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 2,294 shares
    Change vs previous 13F -2,051 shares

    0.05% of the 13F portfolio, value $416,177.

    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 4,345 shares
    Change vs previous 13F -171 shares

    0.1% of the 13F portfolio, value $867,610.

    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 4,516 shares
    Change vs previous 13F -18,292 shares

    0.1% of the 13F portfolio, value $884,504.

    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 22,808 shares
    Change vs previous 13F -4,565 shares

    0.48% of the 13F portfolio, value $3,951,942.

    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 27,373 shares
    Change vs previous 13F +576 shares

    0.5% of the 13F portfolio, value $3,844,264.

    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 26,797 shares
    Change vs previous 13F -722 shares

    0.61% of the 13F portfolio, value $4,274,657.

    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 27,519 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $4,172,431.

    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).