Skip to content
Disclosery

WealthShield Partners, LLC: MUB position timeline

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

WealthShield Partners, LLC held 82,097 MUB 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 82,097 shares
    Change vs previous 13F +6,290 shares

    1.35% of the 13F portfolio, value $8,835,319.

    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 75,807 shares
    Change vs previous 13F +16,731 shares

    0.9% of the 13F portfolio, value $8,046,811.

    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 59,076 shares
    Change vs previous 13F -10,319 shares

    0.7% of the 13F portfolio, value $6,327,616.

    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 69,395 shares
    Change vs previous 13F -208 shares

    0.84% of the 13F portfolio, value $7,389,824.

    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 69,603 shares
    Change vs previous 13F -1,008 shares

    0.88% of the 13F portfolio, value $7,272,008.

    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 70,611 shares
    Change vs previous 13F +2,564 shares

    0.96% of the 13F portfolio, value $7,445,020.

    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 68,047 shares
    Change vs previous 13F -15,429 shares

    1.03% of the 13F portfolio, value $7,250,381.

    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 83,476 shares
    Change vs previous 13F not available

    1.23% of the 13F portfolio, value $9,067,970.

    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).