Skip to content

WealthShield Partners, LLC: VIG position timeline

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

WealthShield Partners, LLC held 53,156 VIG 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 53,156 shares
    Change vs previous 13F -1,891 shares

    1.92% of the 13F portfolio, value $12,577,887.

    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 55,047 shares
    Change vs previous 13F +212 shares

    1.32% of the 13F portfolio, value $11,838,390.

    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 54,835 shares
    Change vs previous 13F +232 shares

    1.33% of the 13F portfolio, value $12,051,612.

    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 54,603 shares
    Change vs previous 13F -1,161 shares

    1.34% of the 13F portfolio, value $11,782,717.

    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 55,764 shares
    Change vs previous 13F +623 shares

    1.38% of the 13F portfolio, value $11,413,151.

    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 55,141 shares
    Change vs previous 13F +5,549 shares

    1.38% of the 13F portfolio, value $10,696,809.

    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 49,592 shares
    Change vs previous 13F -4,699 shares

    1.38% of the 13F portfolio, value $9,711,525.

    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 54,291 shares
    Change vs previous 13F not available

    1.46% of the 13F portfolio, value $10,779,640.

    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).