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Disclosery

WealthShield Partners, LLC: QUAL position timeline

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

WealthShield Partners, LLC held 8,869 QUAL 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 8,869 shares
    Change vs previous 13F -26,628 shares

    0.3% of the 13F portfolio, value $1,946,125.

    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 35,497 shares
    Change vs previous 13F -159 shares

    0.76% of the 13F portfolio, value $6,808,645.

    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 35,656 shares
    Change vs previous 13F -25,240 shares

    0.78% of the 13F portfolio, value $7,082,028.

    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 60,896 shares
    Change vs previous 13F -11,584 shares

    1.34% of the 13F portfolio, value $11,844,310.

    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 72,480 shares
    Change vs previous 13F +4,556 shares

    1.6% of the 13F portfolio, value $13,250,879.

    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 67,924 shares
    Change vs previous 13F +10,808 shares

    1.5% of the 13F portfolio, value $11,607,501.

    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 57,116 shares
    Change vs previous 13F -750 shares

    1.44% of the 13F portfolio, value $10,171,242.

    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 57,866 shares
    Change vs previous 13F not available

    1.41% of the 13F portfolio, value $10,375,416.

    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).