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Disclosery

WealthShield Partners, LLC: VOT position timeline

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

WealthShield Partners, LLC held 4,568 VOT 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 4,568 shares
    Change vs previous 13F -5,461 shares

    0.21% of the 13F portfolio, value $1,399,178.

    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 10,029 shares
    Change vs previous 13F -66 shares

    0.29% of the 13F portfolio, value $2,578,029.

    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 10,095 shares
    Change vs previous 13F -324 shares

    0.31% of the 13F portfolio, value $2,819,084.

    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 10,419 shares
    Change vs previous 13F -509 shares

    0.35% of the 13F portfolio, value $3,060,799.

    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 10,928 shares
    Change vs previous 13F -486 shares

    0.38% of the 13F portfolio, value $3,107,014.

    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 11,414 shares
    Change vs previous 13F +469 shares

    0.36% of the 13F portfolio, value $2,792,114.

    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 10,945 shares
    Change vs previous 13F -232 shares

    0.39% of the 13F portfolio, value $2,777,294.

    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 11,177 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $2,721,264.

    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).