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Disclosery

WealthShield Partners, LLC: OEF position timeline

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

WealthShield Partners, LLC held 596 OEF 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 596 shares
    Change vs previous 13F -3,974 shares

    0.03% of the 13F portfolio, value $218,059.

    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 4,570 shares
    Change vs previous 13F -28,494 shares

    0.16% of the 13F portfolio, value $1,453,580.

    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 33,064 shares
    Change vs previous 13F +2,143 shares

    1.25% of the 13F portfolio, value $11,339,994.

    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 30,921 shares
    Change vs previous 13F +12,546 shares

    1.17% of the 13F portfolio, value $10,291,746.

    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 18,375 shares
    Change vs previous 13F +7,759 shares

    0.68% of the 13F portfolio, value $5,592,431.

    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 10,616 shares
    Change vs previous 13F +8,372 shares

    0.37% of the 13F portfolio, value $2,875,131.

    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 2,244 shares
    Change vs previous 13F -45 shares

    0.09% of the 13F portfolio, value $648,179.

    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 2,289 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $633,504.

    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).