Skip to main content

WealthShield Partners, LLC

SEC CIK
0001729303
Latest filing
Aug 12, 2026

CB holding history

Chubb Ltd 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.

CB overviewAll 13F holders of CBFull Q2 2026 holdings

Shares (Q2 2026)
8,730
Value
$2.98M
% of portfolio
0.5%
Quarters held
17
Since Q1 2021
Holdings of CB by WealthShield Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,730$2.98M0.5%+188+2.2%AddedHolders
Q1 20268,542$2.78M0.3%+400+4.9%AddedHolders
Q4 20258,142$2.54M0.3%+354+4.5%AddedHolders
Q3 20257,788$2.20M0.2%+143+1.9%AddedHolders
Q2 20257,645$2.21M0.3%+6,661+676.9%AddedHolders
Q1 2025984$297.3K<0.1%+984NewHolders
Q4 20240$00.0%−829−100.0%Sold outHolders
Q3 2024829$239.3K<0.1%+829NewHolders
Q4 20230$00.0%−1,167−100.0%Sold outHolders
Q3 20231,167$243.9K<0.1%−7,521−86.6%ReducedHolders
Q2 20238,688$1.68M0.3%+527+6.5%AddedHolders
Q1 20238,161$1.59M0.3%+8,161NewHolders
Q4 20220$00.0%−6,743−100.0%Sold outHolders
Q3 20226,743$1.23M0.2%+466+7.4%AddedHolders
Q2 20226,277$1.24M0.2%+800+14.6%AddedHolders
Q1 20225,477$1.18M0.2%+1,169+27.1%AddedHolders
Q4 20214,308$833.0K0.1%+410+10.5%AddedHolders
Q3 20213,898$676.0K0.2%+392+11.2%AddedHolders
Q2 20213,506$557.0K0.1%−106−2.9%ReducedHolders
Q1 20213,612$571.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.