WealthShield Partners, LLC: WMT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WealthShield Partners, LLC on WMT, newest first. How the timeline and the estimate are built.
WealthShield Partners, LLC held 49,559 WMT shares at 2026-06-30 per its 13F-HR filed 2026-08-12.
the latest 13F is the newest step
- period ended2026-06-3013F 49,559 sharesChange vs previous 13F -3,690 shares
0.86% of the 13F portfolio, value $5,613,025.
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 53,249 sharesChange vs previous 13F -1,310 shares
0.74% of the 13F portfolio, value $6,617,746.
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 54,559 sharesChange vs previous 13F +57 shares
0.67% of the 13F portfolio, value $6,078,387.
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 54,502 sharesChange vs previous 13F -140 shares
0.64% of the 13F portfolio, value $5,616,947.
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 54,642 sharesChange vs previous 13F -44,318 shares
0.65% of the 13F portfolio, value $5,342,851.
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 98,960 sharesChange vs previous 13F +46,130 shares
1.12% of the 13F portfolio, value $8,698,259.
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 52,830 sharesChange vs previous 13F -5,534 shares
0.68% of the 13F portfolio, value $4,783,656.
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 58,364 sharesChange vs previous 13F not available
0.64% of the 13F portfolio, value $4,712,873.
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).