WealthShield Partners, LLC: KOCT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WealthShield Partners, LLC on KOCT, newest first. How the timeline and the estimate are built.
WealthShield Partners, LLC held 3,250 KOCT shares at 2026-06-30 per its 13F-HR filed 2026-08-12.
the latest 13F is the newest step
- period ended2026-06-3013F 3,250 sharesChange vs previous 13F 0 shares
0.02% of the 13F portfolio, value $121,420.
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 3,250 sharesChange vs previous 13F 0 shares
0.01% of the 13F portfolio, value $110,262.
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 3,250 sharesChange vs previous 13F 0 shares
0.01% of the 13F portfolio, value $109,428.
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 3,250 sharesChange vs previous 13F 0 shares
0.01% of the 13F portfolio, value $107,315.
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 3,250 sharesChange vs previous 13F 0 shares
0.01% of the 13F portfolio, value $99,125.
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 3,250 sharesChange vs previous 13F 0 shares
0.01% of the 13F portfolio, value $95,120.
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 3,250 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $99,353.
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).