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Disclosery

WealthShield Partners, LLC: SLYV position timeline

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

WealthShield Partners, LLC held 345 SLYV 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 345 shares
    Change vs previous 13F -66,170 shares

    0.01% of the 13F portfolio, value $37,643.

    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 66,515 shares
    Change vs previous 13F -86 shares

    0.7% of the 13F portfolio, value $6,291,020.

    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 66,601 shares
    Change vs previous 13F -3,127 shares

    0.67% of the 13F portfolio, value $6,058,720.

    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 69,728 shares
    Change vs previous 13F -4,361 shares

    0.7% of the 13F portfolio, value $6,181,420.

    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 74,089 shares
    Change vs previous 13F +7,055 shares

    0.71% of the 13F portfolio, value $5,909,317.

    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 67,034 shares
    Change vs previous 13F +170 shares

    0.68% of the 13F portfolio, value $5,255,504.

    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 66,864 shares
    Change vs previous 13F +6,039 shares

    0.83% of the 13F portfolio, value $5,833,892.

    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 60,825 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $5,280,792.

    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).