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Disclosery

WealthShield Partners, LLC: LQD position timeline

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

WealthShield Partners, LLC held 3,726 LQD 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 3,726 shares
    Change vs previous 13F -5,725 shares

    0.06% of the 13F portfolio, value $406,395.

    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 9,451 shares
    Change vs previous 13F +477 shares

    0.11% of the 13F portfolio, value $1,030,064.

    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 8,974 shares
    Change vs previous 13F +55 shares

    0.11% of the 13F portfolio, value $987,192.

    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 8,919 shares
    Change vs previous 13F -1,011 shares

    0.11% of the 13F portfolio, value $994,201.

    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 9,930 shares
    Change vs previous 13F -969 shares

    0.13% of the 13F portfolio, value $1,088,427.

    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 10,899 shares
    Change vs previous 13F -544 shares

    0.15% of the 13F portfolio, value $1,184,612.

    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 11,443 shares
    Change vs previous 13F +1,939 shares

    0.17% of the 13F portfolio, value $1,222,570.

    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 9,504 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $1,073,709.

    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).