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Disclosery

WealthShield Partners, LLC: PEP position timeline

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

WealthShield Partners, LLC held 2,839 PEP 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 2,839 shares
    Change vs previous 13F -3,839 shares

    0.06% of the 13F portfolio, value $384,401.

    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 6,678 shares
    Change vs previous 13F -4,570 shares

    0.12% of the 13F portfolio, value $1,037,057.

    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 11,248 shares
    Change vs previous 13F +520 shares

    0.18% of the 13F portfolio, value $1,614,385.

    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 10,728 shares
    Change vs previous 13F +158 shares

    0.17% of the 13F portfolio, value $1,506,710.

    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 10,570 shares
    Change vs previous 13F +123 shares

    0.17% of the 13F portfolio, value $1,395,673.

    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 10,447 shares
    Change vs previous 13F +823 shares

    0.2% of the 13F portfolio, value $1,566,352.

    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 9,624 shares
    Change vs previous 13F -63 shares

    0.21% of the 13F portfolio, value $1,470,887.

    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 9,687 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $1,647,195.

    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).