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Disclosery

WealthShield Partners, LLC: SPLB position timeline

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

WealthShield Partners, LLC held 10,273 SPLB 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 10,273 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $230,110.

    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 10,273 shares
    Change vs previous 13F +59 shares

    0.03% of the 13F portfolio, value $228,260.

    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 10,214 shares
    Change vs previous 13F -246 shares

    0.03% of the 13F portfolio, value $230,628.

    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 10,460 shares
    Change vs previous 13F +130 shares

    0.03% of the 13F portfolio, value $241,843.

    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 10,330 shares
    Change vs previous 13F -9,546 shares

    0.03% of the 13F portfolio, value $233,149.

    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 19,876 shares
    Change vs previous 13F +9,760 shares

    0.06% of the 13F portfolio, value $448,610.

    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 10,116 shares
    Change vs previous 13F +160 shares

    0.03% of the 13F portfolio, value $224,889.

    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 9,956 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $240,533.

    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).