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Disclosery

WealthShield Partners, LLC: WFC position timeline

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

WealthShield Partners, LLC held 25,961 WFC 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 25,961 shares
    Change vs previous 13F -5,175 shares

    0.33% of the 13F portfolio, value $2,145,428.

    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 31,136 shares
    Change vs previous 13F +1,618 shares

    0.28% of the 13F portfolio, value $2,478,758.

    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 29,518 shares
    Change vs previous 13F +19,819 shares

    0.3% of the 13F portfolio, value $2,751,063.

    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 9,699 shares
    Change vs previous 13F -5 shares

    0.09% of the 13F portfolio, value $813,005.

    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 9,704 shares
    Change vs previous 13F -917 shares

    0.09% of the 13F portfolio, value $777,474.

    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 10,621 shares
    Change vs previous 13F +3,109 shares

    0.1% of the 13F portfolio, value $762,509.

    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 7,512 shares
    Change vs previous 13F -2,251 shares

    0.07% of the 13F portfolio, value $527,665.

    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 9,763 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $551,491.

    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).