Skip to content

WealthShield Partners, LLC: PH position timeline

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

WealthShield Partners, LLC held 3,166 PH 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 3,166 shares
    Change vs previous 13F +118 shares

    0.47% of the 13F portfolio, value $3,096,959.

    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 3,048 shares
    Change vs previous 13F +2,659 shares

    0.3% of the 13F portfolio, value $2,728,888.

    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 389 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $341,833.

    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).