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Disclosery

WealthShield Partners, LLC: SPGI position timeline

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

WealthShield Partners, LLC held 6,074 SPGI 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 6,074 shares
    Change vs previous 13F +360 shares

    0.38% of the 13F portfolio, value $2,473,766.

    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 5,714 shares
    Change vs previous 13F -821 shares

    0.27% of the 13F portfolio, value $2,430,453.

    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 6,535 shares
    Change vs previous 13F -132 shares

    0.38% of the 13F portfolio, value $3,415,187.

    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 6,667 shares
    Change vs previous 13F +1,548 shares

    0.37% of the 13F portfolio, value $3,244,936.

    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 5,119 shares
    Change vs previous 13F +124 shares

    0.33% of the 13F portfolio, value $2,699,231.

    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 4,995 shares
    Change vs previous 13F +374 shares

    0.33% of the 13F portfolio, value $2,538,008.

    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 4,621 shares
    Change vs previous 13F -30 shares

    0.33% of the 13F portfolio, value $2,301,414.

    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 4,651 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $2,402,812.

    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).