WealthShield Partners, LLC: VOO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WealthShield Partners, LLC on VOO, newest first. How the timeline and the estimate are built.
WealthShield Partners, LLC held 3,801 VOO shares at 2026-06-30 per its 13F-HR filed 2026-08-12.
the latest 13F is the newest step
- period ended2026-06-3013F 3,801 sharesChange vs previous 13F -896 shares
0.4% of the 13F portfolio, value $2,610,590.
13F-HR 0001398344-26-014166 filed by WealthShield Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 4,697 sharesChange vs previous 13F -201 shares
0.31% of the 13F portfolio, value $2,806,933.
13F-HR 0001398344-26-008094 filed by WealthShield Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 4,898 sharesChange vs previous 13F +1,133 shares
0.34% of the 13F portfolio, value $3,071,495.
13F-HR 0001398344-26-001942 filed by WealthShield Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 3,765 sharesChange vs previous 13F +139 shares
0.26% of the 13F portfolio, value $2,305,442.
13F-HR 0001398344-25-020099 filed by WealthShield Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 3,626 sharesChange vs previous 13F -84 shares
0.25% of the 13F portfolio, value $2,059,802.
13F-HR 0001398344-25-014826 filed by WealthShield Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 3,710 sharesChange vs previous 13F -1,201 shares
0.25% of the 13F portfolio, value $1,906,444.
13F-HR 0001398344-25-009105 filed by WealthShield Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 4,911 sharesChange vs previous 13F +667 shares
0.38% of the 13F portfolio, value $2,646,281.
13F-HR 0001398344-25-001803 filed by WealthShield Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 4,244 sharesChange vs previous 13F not available
0.3% of the 13F portfolio, value $2,244,676.
13F-HR 0001398344-24-019902 filed by WealthShield Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).