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Disclosery

WealthShield Partners, LLC: SCHZ position timeline

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

WealthShield Partners, LLC held 17,231 SCHZ 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 17,231 shares
    Change vs previous 13F -287,487 shares

    0.06% of the 13F portfolio, value $398,553.

    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 304,718 shares
    Change vs previous 13F +19,799 shares

    0.79% of the 13F portfolio, value $7,075,548.

    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 284,919 shares
    Change vs previous 13F +53,792 shares

    0.73% of the 13F portfolio, value $6,658,567.

    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 231,127 shares
    Change vs previous 13F +340 shares

    0.62% of the 13F portfolio, value $5,424,556.

    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 230,787 shares
    Change vs previous 13F -71,508 shares

    0.65% of the 13F portfolio, value $5,363,479.

    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 302,295 shares
    Change vs previous 13F +1,609 shares

    0.9% of the 13F portfolio, value $7,001,155.

    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 300,686 shares
    Change vs previous 13F +84,503 shares

    0.97% of the 13F portfolio, value $6,825,582.

    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 216,183 shares
    Change vs previous 13F not available

    1.39% of the 13F portfolio, value $10,273,038.

    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).