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
- period ended2026-06-3013F 23,024 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 23,138 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 26,123 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 26,101 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 26,260 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 26,324 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 25,609 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 26,740 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).