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Disclosery

WealthShield Partners, LLC: MBB position timeline

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

WealthShield Partners, LLC held 40,370 MBB 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 40,370 shares
    Change vs previous 13F -4,396 shares

    0.58% of the 13F portfolio, value $3,815,772.

    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 44,766 shares
    Change vs previous 13F +1,915 shares

    0.47% of the 13F portfolio, value $4,250,518.

    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 42,851 shares
    Change vs previous 13F +1,350 shares

    0.45% of the 13F portfolio, value $4,080,300.

    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 41,501 shares
    Change vs previous 13F +1,081 shares

    0.45% of the 13F portfolio, value $3,948,852.

    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 40,420 shares
    Change vs previous 13F +851 shares

    0.46% of the 13F portfolio, value $3,795,023.

    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 39,569 shares
    Change vs previous 13F -2,824 shares

    0.48% of the 13F portfolio, value $3,710,802.

    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 42,393 shares
    Change vs previous 13F +2,896 shares

    0.55% of the 13F portfolio, value $3,886,574.

    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 39,497 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $3,784,252.

    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).