Skip to content
Disclosery

WealthShield Partners, LLC: UFEB position timeline

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

WealthShield Partners, LLC held 7,851 UFEB 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 7,851 shares
    Change vs previous 13F -408 shares

    0.05% of the 13F portfolio, value $303,441.

    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 8,259 shares
    Change vs previous 13F +2,022 shares

    0.03% of the 13F portfolio, value $299,802.

    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 6,237 shares
    Change vs previous 13F -1,543 shares

    0.03% of the 13F portfolio, value $229,429.

    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 7,780 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $278,446.

    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 7,780 shares
    Change vs previous 13F -3,027 shares

    0.03% of the 13F portfolio, value $266,937.

    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 10,807 shares
    Change vs previous 13F +2,983 shares

    0.05% of the 13F portfolio, value $350,039.

    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 7,824 shares
    Change vs previous 13F +76 shares

    0.04% of the 13F portfolio, value $260,304.

    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 7,748 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $252,120.

    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).