Ownership history in WealthShield Partners, LLC · 17 quarters on record
This page tracks every 13F SEC filing in which WealthShield Partners, LLC reported a position in SPDR INDEX SHS FDS (WDIV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 19,022 | +645 | +3.5% | 0.16% | $1.4M | $75.45 |
| 2025 Q3 | ADDED | 18,377 | +181 | +1.0% | 0.15% | $1.3M | $71.96 |
| 2025 Q2 | ADDED | 18,196 | +494 | +2.8% | 0.16% | $1.3M | $69.10 |
| 2025 Q1 | ADDED | 17,702 | +437 | +2.5% | 0.15% | $1.2M | $62.59 |
| 2024 Q4 | ADDED | 17,265 | +415 | +2.5% | 0.15% | $1.1M | $59.33 |
| 2024 Q3 | ADDED | 16,850 | +627 | +3.9% | 0.15% | $1.1M | $63.02 |
| 2024 Q2 | ADDED | 16,223 | +431 | +2.7% | 0.15% | $959K | $55.35 |
| 2024 Q1 | ADDED | 15,792 | +464 | +3.0% | 0.15% | $947K | $55.03 |
| 2023 Q4 | ADDED | 15,328 | +312 | +2.1% | 0.15% | $927K | $55.14 |
| 2023 Q3 | ADDED | 15,016 | +526 | +3.6% | 0.12% | $820K | $49.16 |
As of 2025 Q4 — sorted by position size