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Disclosery

WealthShield Partners, LLC: PTLC position timeline

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

WealthShield Partners, LLC held 30,757 PTLC 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 30,757 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $1,791,903.

    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 30,757 shares
    Change vs previous 13F -550 shares

    0.18% of the 13F portfolio, value $1,613,512.

    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 31,307 shares
    Change vs previous 13F -612 shares

    0.19% of the 13F portfolio, value $1,740,043.

    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 31,919 shares
    Change vs previous 13F -2,287 shares

    0.2% of the 13F portfolio, value $1,747,884.

    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 34,206 shares
    Change vs previous 13F -3,200 shares

    0.21% of the 13F portfolio, value $1,736,297.

    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 37,406 shares
    Change vs previous 13F -225 shares

    0.25% of the 13F portfolio, value $1,924,539.

    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 37,631 shares
    Change vs previous 13F -11,392 shares

    0.29% of the 13F portfolio, value $2,011,878.

    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 49,023 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $2,576,159.

    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).