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Disclosery

WealthShield Partners, LLC: SCHF position timeline

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

WealthShield Partners, LLC held 4,080 SCHF 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 4,080 shares
    Change vs previous 13F -828,715 shares

    0.02% of the 13F portfolio, value $113,016.

    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 832,795 shares
    Change vs previous 13F +26,875 shares

    2.3% of the 13F portfolio, value $20,611,684.

    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 805,920 shares
    Change vs previous 13F -16,308 shares

    2.14% of the 13F portfolio, value $19,375,767.

    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 822,228 shares
    Change vs previous 13F -24,331 shares

    2.17% of the 13F portfolio, value $19,141,474.

    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 846,559 shares
    Change vs previous 13F -19,753 shares

    2.26% of the 13F portfolio, value $18,708,960.

    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 866,312 shares
    Change vs previous 13F +2,906 shares

    2.21% of the 13F portfolio, value $17,135,645.

    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 863,406 shares
    Change vs previous 13F +359,573 shares

    2.27% of the 13F portfolio, value $15,973,005.

    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 503,833 shares
    Change vs previous 13F not available

    2.81% of the 13F portfolio, value $20,717,620.

    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).