Filer Snapshot

WealthShield Partners, LLC

CIK 0001729303. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity Type

Company

Total Filings

37

Latest Filing

01 May 2026

Industry

n/a

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  • Open 13D/G or insider pages only when this CIK has those rows.
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Source: SEC Form 13F

13F-HR filed on 01 May 2026 for CIK 0001729303.

View Source Filing
Business address
2500 Regency Parkway, Cary, NC, 27518
Top securities (13F)
ISHARES TR, SCHWAB STRATEGIC TR, ISHARES INC, APPLE INC, ISHARES TR, ISHARES TR, VANGUARD WORLD FD, SCHWAB STRATEGIC TR, NVIDIA CORPORATION, BLACKROCK ETF TRUST, ISHARES TR, ISHARES TR, MICROSOFT CORP, VANGUARD INDEX FDS, VANGUARD SPECIALIZED FUNDS, ISHARES TR, AMAZON COM INC, VANGUARD WORLD FD, PIMCO ETF TR, and JPMORGAN CHASE & CO
State of incorporation
NC
Fiscal year end
31 December
Former names
Emerald Investment Partners, LLC (to 12 May 2020)

Filer intelligence

What SEC filings say about WealthShield Partners, LLC

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

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Quick read

  • Latest parsed 13F shows $895.5M across 607 reported holdings for Q1 2026.
  • Largest parsed 13F holding: ISHARES TR at $35.25M.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed
13F portfolio 607 rows

Quarterly institutional portfolio holdings.

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13D/G stakes No rows yet

Beneficial ownership and large-stake disclosures.

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Forms 3/4/5 No rows yet

Officer, director, and 10% owner holdings or transactions.

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Top parsed 13F holdings

Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.

Q1 2026 - 01 May 2026

Latest update

What changed recently for WealthShield Partners, LLC

New filing available

Latest 13F period: Q1 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

01 May 2026

Page type

Filer profile

Latest period

Q1 2026

Institutional portfolio context was refreshed from a 13F filing filed on 01 May 2026.

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Benchmark Context

Benchmark context for this company

WealthShield Partners, LLC has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.

Compared with

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Why this is notable

Latest 13F period: Q1 2026. That gives you a fresh baseline before you compare this company with peers.

  • Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
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Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.

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Filer Overview

WealthShield Partners, LLC has filed 37 SEC EDGAR filings since 14 Feb 2018. Common forms include 13F-HR, N-PX, 13F-HR/A.

WealthShield Partners, LLC SEC filings WealthShield Partners, LLC 13F portfolio

Latest Filings

Recent SEC filings for WealthShield Partners, LLC with direct links to document and filing folders.

13F-HR File 028-18492

13F-HR filing

Filing date
01 May 2026
Reporting date
31 Mar 2026
SEC evidence
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13F-HR File 028-18492

13F-HR filing

Filing date
03 Feb 2026
Reporting date
31 Dec 2025
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13F-HR File 028-18492

13F-HR filing

Filing date
31 Oct 2025
Reporting date
30 Sep 2025
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13F-HR File 028-18492

13F-HR filing

Filing date
08 Aug 2025
Reporting date
30 Jun 2025
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N-PX File 028-18492

N-PX filing

Filing date
05 Aug 2025
Reporting date
30 Jun 2025
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13F-HR File 028-18492

13F-HR filing

Filing date
09 May 2025
Reporting date
31 Mar 2025
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13F-HR File 028-18492

13F-HR filing

Filing date
04 Feb 2025
Reporting date
31 Dec 2024
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13F-HR File 028-18492

13F-HR filing

Filing date
04 Nov 2024
Reporting date
30 Sep 2024
SEC evidence
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13F-HR File 028-18492

13F-HR filing

Filing date
26 Jul 2024
Reporting date
30 Jun 2024
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N-PX File 028-18492

N-PX filing

Filing date
19 Jul 2024
Reporting date
30 Jun 2024
SEC evidence
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13F-HR File 028-18492

13F-HR filing

Filing date
29 Apr 2024
Reporting date
31 Mar 2024
SEC evidence
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13F-HR File 028-18492

13F-HR filing

Filing date
23 Jan 2024
Reporting date
31 Dec 2023
SEC evidence
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13F-HR File 028-18492

13F-HR filing

Filing date
25 Oct 2023
Reporting date
30 Sep 2023
SEC evidence
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13F-HR File 028-18492

13F-HR filing

Filing date
03 Aug 2023
Reporting date
30 Jun 2023
SEC evidence
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13F-HR File 028-18492

13F-HR filing

Filing date
08 May 2023
Reporting date
31 Mar 2023
SEC evidence
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13F-HR File 028-18492

13F-HR filing

Filing date
13 Feb 2023
Reporting date
31 Dec 2022
SEC evidence
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13F-HR File 028-18492

13F-HR filing

Filing date
04 Nov 2022
Reporting date
30 Sep 2022
SEC evidence
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13F-HR File 028-18492

13F-HR filing

Filing date
11 Aug 2022
Reporting date
30 Jun 2022
SEC evidence
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13F-HR File 028-18492

13F-HR filing

Filing date
09 May 2022
Reporting date
31 Mar 2022
SEC evidence
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13F-HR File 028-18492

13F-HR filing

Filing date
10 Feb 2022
Reporting date
31 Dec 2021
SEC evidence
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13F-HR File 028-18492

13F-HR filing

Filing date
12 Nov 2021
Reporting date
30 Sep 2021
SEC evidence
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13F-HR File 028-18492

13F-HR filing

Filing date
06 Aug 2021
Reporting date
30 Jun 2021
SEC evidence
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13F-HR File 028-18492

13F-HR filing

Filing date
17 May 2021
Reporting date
31 Mar 2021
SEC evidence
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13F-HR File 028-18492

13F-HR filing

Filing date
16 Feb 2021
Reporting date
31 Dec 2020
SEC evidence
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13F-HR File 028-18492

13F-HR filing

Filing date
30 Oct 2020
Reporting date
30 Sep 2020
SEC evidence
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13F-HR File 028-18492

13F-HR filing

Filing date
13 Aug 2020
Reporting date
30 Jun 2020
SEC evidence
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13F-HR File 028-18492

13F-HR filing

Filing date
12 May 2020
Reporting date
31 Mar 2020
SEC evidence
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13F-HR File 028-18492

13F-HR filing

Filing date
13 Feb 2020
Reporting date
31 Dec 2019
SEC evidence
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13F-HR File 028-18492

13F-HR filing

Filing date
13 Nov 2019
Reporting date
30 Sep 2019
SEC evidence
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13F-HR File 028-18492

13F-HR filing

Filing date
12 Aug 2019
Reporting date
30 Jun 2019
SEC evidence
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13F-HR File 028-18492

13F-HR filing

Filing date
14 May 2019
Reporting date
31 Mar 2019
SEC evidence
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13F-HR File 028-18492

13F-HR filing

Filing date
14 Feb 2019
Reporting date
31 Dec 2018
SEC evidence
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13F-HR File 028-18492

13F-HR filing

Filing date
05 Nov 2018
Reporting date
30 Sep 2018
SEC evidence
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13F-HR File 028-18492

13F-HR filing

Filing date
02 Aug 2018
Reporting date
30 Jun 2018
SEC evidence
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13F-HR File 028-18492

13F-HR filing

Filing date
11 May 2018
Reporting date
31 Mar 2018
SEC evidence
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13F-HR/A File 028-18492

13F-HR/A filing

Filing date
18 Apr 2018
Reporting date
31 Dec 2017
SEC evidence
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13F-HR File 028-18492

13F-HR filing

Filing date
14 Feb 2018
Reporting date
31 Dec 2017
SEC evidence
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About this filer

WealthShield Partners, LLC files with the SEC under CIK 0001729303. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.
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