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WealthShield Partners, LLC: TFI position timeline

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

WealthShield Partners, LLC held 20,937 TFI 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 20,937 shares
    Change vs previous 13F -15,285 shares

    0.15% of the 13F portfolio, value $958,915.

    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 36,222 shares
    Change vs previous 13F -28,532 shares

    0.18% of the 13F portfolio, value $1,641,966.

    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 64,754 shares
    Change vs previous 13F +19,784 shares

    0.33% of the 13F portfolio, value $2,959,887.

    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 44,970 shares
    Change vs previous 13F -3,350 shares

    0.23% of the 13F portfolio, value $2,049,287.

    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 48,320 shares
    Change vs previous 13F -2,826 shares

    0.26% of the 13F portfolio, value $2,158,220.

    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 51,146 shares
    Change vs previous 13F -4,183 shares

    0.3% of the 13F portfolio, value $2,304,821.

    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 55,329 shares
    Change vs previous 13F +31,215 shares

    0.36% of the 13F portfolio, value $2,524,113.

    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 24,114 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $1,129,263.

    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).