WealthShield Partners, LLC

SEC CIK: 0001729303
Latest filing: Aug 12, 2026

SEC filings (opens in a new tab)

TFC holding history

Truist Financial Corp 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.

TFC overview All 13F holders of TFC Full Q2 2026 holdings

Shares (Q2 2026): 23,024
Value: $1.15M
% of portfolio: 0.2%
Quarters held: 20; Since Q1 2021

Holdings of TFC by WealthShield Partners, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	23,024	$1.15M	0.2%	−114−0.5%	Reduced	Holders
Q1 2026	23,138	$1.06M	0.1%	−2,985−11.4%	Reduced	Holders
Q4 2025	26,123	$1.29M	0.1%	+22+0.1%	Added	Holders
Q3 2025	26,101	$1.19M	0.1%	−159−0.6%	Reduced	Holders
Q2 2025	26,260	$1.13M	0.1%	−64−0.2%	Reduced	Holders
Q1 2025	26,324	$1.08M	0.1%	+715+2.8%	Added	Holders
Q4 2024	25,609	$1.11M	0.2%	−1,131−4.2%	Reduced	Holders
Q3 2024	26,740	$1.14M	0.2%	00.0%	Unchanged	Holders
Q2 2024	26,740	$1.04M	0.2%	−3,911−12.8%	Reduced	Holders
Q1 2024	30,651	$1.19M	0.2%	−196−0.6%	Reduced	Holders
Q4 2023	30,847	$1.14M	0.2%	+36+0.1%	Added	Holders
Q3 2023	30,811	$881.5K	0.1%	+23,442+318.1%	Added	Holders
Q2 2023	7,369	$223.6K	<0.1%	+7,369	New	Holders
Q4 2022	0	$0	0.0%	−6,145−100.0%	Sold out	Holders
Q3 2022	6,145	$268.0K	0.1%	−170−2.7%	Reduced	Holders
Q2 2022	6,315	$300.0K	0.1%	−94−1.5%	Reduced	Holders
Q1 2022	6,409	$363.0K	0.1%	−24,541−79.3%	Reduced	Holders
Q4 2021	30,950	$1.81M	0.3%	+163+0.5%	Added	Holders
Q3 2021	30,787	$1.81M	0.5%	−519−1.7%	Reduced	Holders
Q2 2021	31,306	$1.74M	0.3%	−88−0.3%	Reduced	Holders
Q1 2021	31,394	$1.83M	0.3%	–	–	Holders

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