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Disclosery

WealthShield Partners, LLC: SCHE position timeline

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

WealthShield Partners, LLC held 5,581 SCHE 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 5,581 shares
    Change vs previous 13F -110,408 shares

    0.03% of the 13F portfolio, value $202,367.

    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 115,989 shares
    Change vs previous 13F -3,814 shares

    0.43% of the 13F portfolio, value $3,821,853.

    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 119,803 shares
    Change vs previous 13F +9,161 shares

    0.43% of the 13F portfolio, value $3,924,055.

    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 110,642 shares
    Change vs previous 13F -1,260 shares

    0.42% of the 13F portfolio, value $3,692,115.

    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 111,902 shares
    Change vs previous 13F +1,803 shares

    0.41% of the 13F portfolio, value $3,372,718.

    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 110,099 shares
    Change vs previous 13F +68 shares

    0.39% of the 13F portfolio, value $3,035,419.

    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 110,031 shares
    Change vs previous 13F -6,092 shares

    0.42% of the 13F portfolio, value $2,930,115.

    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 116,123 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $3,388,468.

    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).