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Disclosery

WealthShield Partners, LLC: SPYM position timeline

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

WealthShield Partners, LLC held 26,589 SPYM 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 26,589 shares
    Change vs previous 13F -2,024 shares

    0.36% of the 13F portfolio, value $2,336,641.

    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 28,613 shares
    Change vs previous 13F +124 shares

    0.24% of the 13F portfolio, value $2,190,030.

    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 28,489 shares
    Change vs previous 13F -88 shares

    0.25% of the 13F portfolio, value $2,285,385.

    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 28,577 shares
    Change vs previous 13F +122 shares

    0.25% of the 13F portfolio, value $2,238,760.

    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 28,455 shares
    Change vs previous 13F -491 shares

    0.25% of the 13F portfolio, value $2,068,386.

    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 28,946 shares
    Change vs previous 13F +1,191 shares

    0.25% of the 13F portfolio, value $1,903,510.

    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 27,755 shares
    Change vs previous 13F -139 shares

    0.27% of the 13F portfolio, value $1,913,409.

    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 27,894 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $1,883,145.

    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).