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Disclosery

WealthShield Partners, LLC: VBR position timeline

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

WealthShield Partners, LLC held 10,795 VBR 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 10,795 shares
    Change vs previous 13F -4,819 shares

    0.4% of the 13F portfolio, value $2,623,077.

    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 15,614 shares
    Change vs previous 13F +47 shares

    0.38% of the 13F portfolio, value $3,390,009.

    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 15,567 shares
    Change vs previous 13F -1,729 shares

    0.36% of the 13F portfolio, value $3,297,855.

    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 17,296 shares
    Change vs previous 13F +730 shares

    0.41% of the 13F portfolio, value $3,609,547.

    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 16,566 shares
    Change vs previous 13F +39 shares

    0.39% of the 13F portfolio, value $3,230,862.

    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 16,527 shares
    Change vs previous 13F +570 shares

    0.4% of the 13F portfolio, value $3,078,510.

    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 15,957 shares
    Change vs previous 13F -1,624 shares

    0.45% of the 13F portfolio, value $3,162,358.

    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 17,581 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $3,529,913.

    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).