Skip to content
Disclosery

WealthShield Partners, LLC: XLK position timeline

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

WealthShield Partners, LLC held 42,431 XLK 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 42,431 shares
    Change vs previous 13F -2,418 shares

    1.24% of the 13F portfolio, value $8,083,954.

    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 44,849 shares
    Change vs previous 13F -578 shares

    0.66% of the 13F portfolio, value $5,960,464.

    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 45,427 shares
    Change vs previous 13F +23,471 shares

    0.72% of the 13F portfolio, value $6,540,181.

    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 21,956 shares
    Change vs previous 13F +68 shares

    0.7% of the 13F portfolio, value $6,188,655.

    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 21,888 shares
    Change vs previous 13F -256 shares

    0.67% of the 13F portfolio, value $5,542,578.

    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 22,144 shares
    Change vs previous 13F -6,733 shares

    0.59% of the 13F portfolio, value $4,572,359.

    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 28,877 shares
    Change vs previous 13F -9,925 shares

    0.95% of the 13F portfolio, value $6,714,480.

    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 38,802 shares
    Change vs previous 13F not available

    1.19% of the 13F portfolio, value $8,759,940.

    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).