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Disclosery

WealthShield Partners, LLC: VTV position timeline

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

WealthShield Partners, LLC held 17,303 VTV 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 17,303 shares
    Change vs previous 13F -46,610 shares

    0.58% of the 13F portfolio, value $3,770,843.

    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 63,913 shares
    Change vs previous 13F +2,751 shares

    1.4% of the 13F portfolio, value $12,539,645.

    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 61,162 shares
    Change vs previous 13F -2,296 shares

    1.29% of the 13F portfolio, value $11,681,389.

    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 63,458 shares
    Change vs previous 13F -3,442 shares

    1.34% of the 13F portfolio, value $11,834,206.

    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 66,900 shares
    Change vs previous 13F -4,520 shares

    1.43% of the 13F portfolio, value $11,823,975.

    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 71,420 shares
    Change vs previous 13F +2,005 shares

    1.59% of the 13F portfolio, value $12,337,159.

    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 69,415 shares
    Change vs previous 13F +11,838 shares

    1.67% of the 13F portfolio, value $11,752,001.

    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 57,577 shares
    Change vs previous 13F not available

    1.36% of the 13F portfolio, value $10,051,264.

    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).