USCI — UNITED STS COMMODITY INDEX F

Ownership history in WealthShield Partners, LLC  ·  17 quarters on record

AI Ownership Summary

WealthShield Partners, LLC reported UNITED STS COMMODITY INDEX F (USCI) in 17 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 0.12% in 2024 Q4. The latest visible filing shows USCI at 0.11% 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 USCI 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 UNITED STS COMMODITY INDEX F, 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
2025 Q4

USCI was reported at 0.11% 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 Q3 to 2025 Q4

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.

USCI stock page WealthShield Partners, LLC fund profile WealthShield Partners, LLC full holdings
How WealthShield Partners, LLC held USCI — position size vs. price
% of Fund (quarterly)    USCI price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 13,285 +288 +2.2% 0.11% $1.0M 2026-02-14 (Est.) $80.78
2025 Q3 ADDED 12,997 +83 +0.6% 0.11% $1.0M 2025-10-31 $78.10
2025 Q2 ADDED 12,914 +523 +4.2% 0.11% $946K 2025-08-08 $73.88
2025 Q1 ADDED 12,391 +63 +0.5% 0.11% $894K 2025-05-09 $70.44
2024 Q4 ADDED 12,328 +955 +8.4% 0.12% $813K 2025-02-04 $69.57
2024 Q3 ADDED 11,373 +593 +5.5% 0.10% $710K 2024-11-04 $63.46
2024 Q2 ADDED 10,780 +151 +1.4% 0.10% $671K 2024-07-26 $61.07
2024 Q1 ADDED 10,629 +908 +9.3% 0.10% $648K 2024-04-29 $62.89
2023 Q4 REDUCED 9,721 -170 -1.7% 0.09% $547K 2024-01-23 $57.65
2023 Q3 REDUCED 9,891 -1,439 -12.7% 0.09% $585K 2023-10-25 $59.06
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding USCI

As of 2025 Q4 — sorted by position size

MATAURO, LLC 3.95% Axiom Financial Strategies, LLC 3Y 2.83% CAZ INVESTMENTS LP 3Y 7Y 2.1% Cambria Investment Management, L.P. 3Y 7Y 0.54% Ferguson Shapiro LLC 3Y 0.2% Pekin Hardy Strauss, Inc. 3Y 7Y 0.19% ARKANSAS FINANCIAL GROUP, INC. 3Y 7Y 0.15% Navis Wealth Advisors, LLC 3Y 0.14% Rossby Financial, LCC 0.12% Burford Brothers, Inc. 0.11%

FAQ About WealthShield Partners, LLC and USCI

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 USCI?

WealthShield Partners, LLC reported USCI across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

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

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

What is the latest reported USCI position on this page?

The most recent filing on this page is 2025 Q4, when WealthShield Partners, LLC reported 13,285 shares, equal to 0.11% of portfolio, with an estimated market value of $1.0M.

What does the chart on this USCI ownership page compare?

The chart compares WealthShield Partners, LLC's quarterly USCI 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.

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