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Disclosery

WealthShield Partners, LLC: SPYV position timeline

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

WealthShield Partners, LLC held 1,181 SPYV 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 1,181 shares
    Change vs previous 13F -25,971 shares

    0.01% of the 13F portfolio, value $71,793.

    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 27,152 shares
    Change vs previous 13F -611 shares

    0.17% of the 13F portfolio, value $1,536,260.

    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 27,763 shares
    Change vs previous 13F -2,570 shares

    0.17% of the 13F portfolio, value $1,577,216.

    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 30,333 shares
    Change vs previous 13F -2,381 shares

    0.19% of the 13F portfolio, value $1,678,325.

    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 32,714 shares
    Change vs previous 13F -3,017 shares

    0.21% of the 13F portfolio, value $1,712,251.

    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 35,731 shares
    Change vs previous 13F +858 shares

    0.24% of the 13F portfolio, value $1,824,782.

    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 34,873 shares
    Change vs previous 13F +6,876 shares

    0.25% of the 13F portfolio, value $1,783,405.

    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 27,997 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $1,479,921.

    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).