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Disclosery

WealthShield Partners, LLC: O position timeline

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

WealthShield Partners, LLC held 30,908 O 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 30,908 shares
    Change vs previous 13F -1,410 shares

    0.29% of the 13F portfolio, value $1,923,406.

    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 32,318 shares
    Change vs previous 13F +5,194 shares

    0.22% of the 13F portfolio, value $1,977,190.

    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 27,124 shares
    Change vs previous 13F -3,615 shares

    0.17% of the 13F portfolio, value $1,528,981.

    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 30,739 shares
    Change vs previous 13F -219 shares

    0.21% of the 13F portfolio, value $1,868,635.

    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 30,958 shares
    Change vs previous 13F +1,445 shares

    0.22% of the 13F portfolio, value $1,783,489.

    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 29,513 shares
    Change vs previous 13F +4,906 shares

    0.22% of the 13F portfolio, value $1,712,033.

    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 24,607 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $1,314,255.

    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).