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Disclosery

WealthShield Partners, LLC: SUB position timeline

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

WealthShield Partners, LLC held 2,802 SUB 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 2,802 shares
    Change vs previous 13F -350 shares

    0.05% of the 13F portfolio, value $298,329.

    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 3,152 shares
    Change vs previous 13F +43 shares

    0.04% of the 13F portfolio, value $335,674.

    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 3,109 shares
    Change vs previous 13F -1,517 shares

    0.04% of the 13F portfolio, value $331,727.

    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 4,626 shares
    Change vs previous 13F -2,879 shares

    0.06% of the 13F portfolio, value $493,954.

    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 7,505 shares
    Change vs previous 13F +388 shares

    0.1% of the 13F portfolio, value $798,068.

    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 7,117 shares
    Change vs previous 13F -3,679 shares

    0.1% of the 13F portfolio, value $751,517.

    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 10,796 shares
    Change vs previous 13F +125 shares

    0.16% of the 13F portfolio, value $1,138,762.

    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 10,671 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $1,133,153.

    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).