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Disclosery

WealthShield Partners, LLC: XLF position timeline

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

WealthShield Partners, LLC held 13,319 XLF 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 13,319 shares
    Change vs previous 13F -25,052 shares

    0.11% of the 13F portfolio, value $714,032.

    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 38,371 shares
    Change vs previous 13F +175 shares

    0.21% of the 13F portfolio, value $1,894,387.

    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 38,196 shares
    Change vs previous 13F +252 shares

    0.23% of the 13F portfolio, value $2,091,978.

    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 37,944 shares
    Change vs previous 13F -1,532 shares

    0.23% of the 13F portfolio, value $2,044,057.

    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 39,476 shares
    Change vs previous 13F -1,915 shares

    0.25% of the 13F portfolio, value $2,067,341.

    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 41,391 shares
    Change vs previous 13F +4,772 shares

    0.27% of the 13F portfolio, value $2,061,665.

    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 36,619 shares
    Change vs previous 13F +3,777 shares

    0.25% of the 13F portfolio, value $1,769,806.

    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 32,842 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $1,488,408.

    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).