WealthShield Partners, LLC NUMG — NUSHARES ETF TR

Ownership history in WealthShield Partners, LLC  ·  18 quarters on record

AI Ownership Summary

WealthShield Partners, LLC reported NUSHARES ETF TR (NUMG) in 18 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.12% in 2024 Q4. The latest visible filing shows NUMG at 0.08% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this NUMG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was WealthShield Partners, LLC's position in NUSHARES ETF TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

NUMG was reported at 0.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.12% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

NUMG stock page WealthShield Partners, LLC fund profile WealthShield Partners, LLC full holdings
How WealthShield Partners, LLC held NUMG — position size vs. price
% of Fund (quarterly)    NUMG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 18,510 +1,715 +10.2% 0.08% $760K 2026-05-01 $44.81
2025 Q4 ADDED — — — 16,795 +796 +5.0% 0.09% $802K 2026-02-03 $43.94
2025 Q3 REDUCED — — — 15,999 -300 -1.8% 0.09% $779K 2025-10-31 $48.60
2025 Q2 REDUCED 15.0% +1.2% ❌ 16,299 -2,880 -15.0% 0.10% $790K 2025-08-08 $47.02
2025 Q1 ADDED — — — 19,179 +911 +5.0% 0.11% $823K 2025-05-09 $45.14
2024 Q4 ADDED — — — 18,268 +790 +4.5% 0.12% $866K 2025-02-04 $49.16
2024 Q3 ADDED — — — 17,478 +728 +4.3% 0.11% $783K 2024-11-04 $45.23
2024 Q2 ADDED — — — 16,750 +273 +1.7% 0.11% $700K 2024-07-26 $42.19
2024 Q1 REDUCED 5.6% -6.8% ✅ 16,477 -970 -5.6% 0.12% $733K 2024-04-29 $42.32
2023 Q4 REDUCED 19.1% +4.5% ❌ 17,447 -4,117 -19.1% 0.12% $739K 2024-01-23 $42.37
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding NUMG

As of 2026 Q1 — sorted by position size

rebel Financial LLC 0.46% SOL Capital Management CO 3Y 7Y 0.29% Fingerlakes Wealth Management, Inc. 3Y 0.28% WealthSpring Partners, LLC 0.26% Petros Family Wealth, LLC 0.19% Kelsey Financial, LLC 0.19% McClarren Financial Advisors, Inc. 3Y 0.18% Neumann Capital Management, LLC 3Y 7Y 0.14% Revolve Wealth Partners, LLC 3Y 0.13% Napier Financial, LLC 0.12%

FAQ About WealthShield Partners, LLC and NUMG

These are the practical questions this page is built to answer before you even open the full history table.

How long has WealthShield Partners, LLC reported owning NUMG?

WealthShield Partners, LLC reported NUMG across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported NUMG position in WealthShield Partners, LLC's portfolio?

The largest reported portfolio weight for NUMG was 0.12% in 2024 Q4.

What is the latest reported NUMG position on this page?

The most recent filing on this page is 2026 Q1, when WealthShield Partners, LLC reported 18,510 shares, equal to 0.08% of portfolio, with an estimated market value of $760K.

What does the chart on this NUMG ownership page compare?

The chart compares WealthShield Partners, LLC's quarterly NUMG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did WealthShield Partners, LLC time their NUMG position?

Based on 13F filing dates vs. subsequent NUMG price moves, WealthShield Partners, LLC correctly timed 11 out of 17 reported position changes (65%). The annualised alpha on NUMG relative to SPY over the holding period was -9.7%.

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