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Disclosery

WealthShield Partners, LLC: SHY position timeline

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

WealthShield Partners, LLC held 15,863 SHY 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 15,863 shares
    Change vs previous 13F +430 shares

    0.2% of the 13F portfolio, value $1,302,511.

    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 15,433 shares
    Change vs previous 13F +705 shares

    0.14% of the 13F portfolio, value $1,274,303.

    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 14,728 shares
    Change vs previous 13F -2,034 shares

    0.13% of the 13F portfolio, value $1,219,773.

    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 16,762 shares
    Change vs previous 13F -990 shares

    0.16% of the 13F portfolio, value $1,390,575.

    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 17,752 shares
    Change vs previous 13F +182 shares

    0.18% of the 13F portfolio, value $1,470,931.

    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 17,570 shares
    Change vs previous 13F +400 shares

    0.19% of the 13F portfolio, value $1,453,566.

    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 17,170 shares
    Change vs previous 13F -4,661 shares

    0.2% of the 13F portfolio, value $1,407,590.

    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 21,831 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $1,815,215.

    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).