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
- period ended2026-06-3013F 20,937 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 36,222 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 64,754 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 44,970 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 48,320 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 51,146 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 55,329 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 24,114 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).