Skip to content
Disclosery

WealthShield Partners, LLC: USMV position timeline

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

WealthShield Partners, LLC held 1,949 USMV 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 1,949 shares
    Change vs previous 13F -1,277 shares

    0.03% of the 13F portfolio, value $188,001.

    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 3,226 shares
    Change vs previous 13F -12 shares

    0.03% of the 13F portfolio, value $299,136.

    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 3,238 shares
    Change vs previous 13F -110 shares

    0.03% of the 13F portfolio, value $304,905.

    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 3,348 shares
    Change vs previous 13F -42 shares

    0.04% of the 13F portfolio, value $318,511.

    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 3,390 shares
    Change vs previous 13F -40 shares

    0.04% of the 13F portfolio, value $318,178.

    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 3,430 shares
    Change vs previous 13F +1,738 shares

    0.04% of the 13F portfolio, value $321,293.

    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 1,692 shares
    Change vs previous 13F -27 shares

    0.02% of the 13F portfolio, value $150,258.

    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 1,719 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $156,942.

    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).