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Disclosery

WealthShield Partners, LLC: XLRE position timeline

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

WealthShield Partners, LLC held 261 XLRE 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 261 shares
    Change vs previous 13F -3,720 shares

    <0.01% of the 13F portfolio, value $11,492.

    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 3,981 shares
    Change vs previous 13F -6,558 shares

    0.02% of the 13F portfolio, value $162,542.

    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 10,539 shares
    Change vs previous 13F -2,324 shares

    0.05% of the 13F portfolio, value $425,263.

    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 12,863 shares
    Change vs previous 13F +361 shares

    0.06% of the 13F portfolio, value $541,921.

    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 12,502 shares
    Change vs previous 13F +119 shares

    0.06% of the 13F portfolio, value $517,832.

    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 12,383 shares
    Change vs previous 13F -8,146 shares

    0.07% of the 13F portfolio, value $518,230.

    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 20,529 shares
    Change vs previous 13F -322 shares

    0.12% of the 13F portfolio, value $834,909.

    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 20,851 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $931,410.

    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).