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Disclosery

WealthShield Partners, LLC: SPY position timeline

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

WealthShield Partners, LLC held 5,535 SPY 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 5,535 shares
    Change vs previous 13F -3,597 shares

    0.63% of the 13F portfolio, value $4,143,995.

    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 9,132 shares
    Change vs previous 13F -79 shares

    0.66% of the 13F portfolio, value $5,938,788.

    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 9,211 shares
    Change vs previous 13F -155 shares

    0.69% of the 13F portfolio, value $6,281,050.

    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 9,366 shares
    Change vs previous 13F +24 shares

    0.71% of the 13F portfolio, value $6,239,588.

    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 9,342 shares
    Change vs previous 13F -1,855 shares

    0.7% of the 13F portfolio, value $5,771,853.

    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 11,197 shares
    Change vs previous 13F +6,119 shares

    0.81% of the 13F portfolio, value $6,267,702.

    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 5,078 shares
    Change vs previous 13F -938 shares

    0.42% of the 13F portfolio, value $2,980,721.

    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 6,016 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $3,456,999.

    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).