WealthShield Partners, LLC
- SEC CIK
- 0001729303
- Latest filing
- Aug 12, 2026
AVLR holding history
Avalara, Inc. in every 13F filed by WealthShield Partners, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
AVLR overviewAll 13F holders of AVLRFull Q2 2026 holdings
- Shares (Q1 2022)
- 0
- Sold out in Q1 2022
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 4
- Since Q1 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2022 | 0 | $0 | 0.0% | −1,999−100.0% | Sold out | Holders |
| Q4 2021 | 1,999 | $258.0K | <0.1% | −215−9.7% | Reduced | Holders |
| Q3 2021 | 2,214 | $387.0K | 0.1% | +540+32.3% | Added | Holders |
| Q2 2021 | 1,674 | $245.0K | <0.1% | +1,274+318.5% | Added | Holders |
| Q1 2021 | 400 | $53.0K | <0.1% | – | – | Holders |
Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.