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Disclosery

WealthShield Partners, LLC: SCHD position timeline

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

WealthShield Partners, LLC held 2,525 SCHD 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 2,525 shares
    Change vs previous 13F -63,963 shares

    0.01% of the 13F portfolio, value $80,082.

    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 66,488 shares
    Change vs previous 13F -68 shares

    0.23% of the 13F portfolio, value $2,039,838.

    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 66,556 shares
    Change vs previous 13F +6,449 shares

    0.2% of the 13F portfolio, value $1,823,019.

    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 60,107 shares
    Change vs previous 13F +200 shares

    0.19% of the 13F portfolio, value $1,640,915.

    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 59,907 shares
    Change vs previous 13F -486 shares

    0.19% of the 13F portfolio, value $1,587,530.

    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 60,393 shares
    Change vs previous 13F +4,290 shares

    0.22% of the 13F portfolio, value $1,688,581.

    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 56,103 shares
    Change vs previous 13F +39,234 shares

    0.22% of the 13F portfolio, value $1,532,727.

    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 16,869 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $1,425,916.

    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).