Skip to content
Disclosery

WealthShield Partners, LLC: UAUG position timeline

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

WealthShield Partners, LLC held 10,682 UAUG 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 10,682 shares
    Change vs previous 13F -12,127 shares

    0.07% of the 13F portfolio, value $449,550.

    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 22,809 shares
    Change vs previous 13F -3,896 shares

    0.1% of the 13F portfolio, value $897,402.

    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 26,705 shares
    Change vs previous 13F -350 shares

    0.12% of the 13F portfolio, value $1,066,064.

    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 27,055 shares
    Change vs previous 13F -3,000 shares

    0.12% of the 13F portfolio, value $1,063,448.

    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 30,055 shares
    Change vs previous 13F -3,455 shares

    0.14% of the 13F portfolio, value $1,124,763.

    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 33,510 shares
    Change vs previous 13F -7,275 shares

    0.15% of the 13F portfolio, value $1,160,116.

    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 40,785 shares
    Change vs previous 13F -7,461 shares

    0.21% of the 13F portfolio, value $1,448,247.

    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 48,246 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $1,690,057.

    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).