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WealthShield Partners, LLC: TFC position timeline

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

WealthShield Partners, LLC held 23,024 TFC 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 23,024 shares
    Change vs previous 13F -114 shares

    0.18% of the 13F portfolio, value $1,147,056.

    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 23,138 shares
    Change vs previous 13F -2,985 shares

    0.12% of the 13F portfolio, value $1,063,654.

    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 26,123 shares
    Change vs previous 13F +22 shares

    0.14% of the 13F portfolio, value $1,285,513.

    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 26,101 shares
    Change vs previous 13F -159 shares

    0.14% of the 13F portfolio, value $1,193,338.

    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 26,260 shares
    Change vs previous 13F -64 shares

    0.14% of the 13F portfolio, value $1,128,917.

    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 26,324 shares
    Change vs previous 13F +715 shares

    0.14% of the 13F portfolio, value $1,083,233.

    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 25,609 shares
    Change vs previous 13F -1,131 shares

    0.16% of the 13F portfolio, value $1,110,918.

    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 26,740 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $1,143,670.

    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).