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Disclosery

WealthShield Partners, LLC: SPYG position timeline

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

WealthShield Partners, LLC held 23,606 SPYG 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 23,606 shares
    Change vs previous 13F -13,935 shares

    0.43% of the 13F portfolio, value $2,808,878.

    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 37,541 shares
    Change vs previous 13F -416 shares

    0.41% of the 13F portfolio, value $3,675,639.

    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 37,957 shares
    Change vs previous 13F -2,400 shares

    0.45% of the 13F portfolio, value $4,050,012.

    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 40,357 shares
    Change vs previous 13F +7,315 shares

    0.48% of the 13F portfolio, value $4,217,710.

    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 33,042 shares
    Change vs previous 13F -1,650 shares

    0.38% of the 13F portfolio, value $3,149,564.

    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 34,692 shares
    Change vs previous 13F +515 shares

    0.36% of the 13F portfolio, value $2,788,196.

    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 34,177 shares
    Change vs previous 13F +1,840 shares

    0.43% of the 13F portfolio, value $3,004,158.

    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 32,337 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $2,682,031.

    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).