Position in USA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$64,769
-$26,550 QoQ
Shares Held
11,148
-32.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#177
of 228 holders
Holding Since
Sep 2020
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in USA Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026WealthShield Partners, LLC holds $309,890 across 2 Asset Management names. USA ranks #2 (20.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CEF |
Sprott Physical Gold & Silver Trust
|
6,093 | $245,121 | |
| 2 | USA |
Liberty All Star Equity Fund
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|
11,148 | $64,769 |
All Filings in USA
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $64,769 | 11,148 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $91,319 | 16,454 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $102,753 | 16,362 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $103,735 | 16,362 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $109,518 | 16,082 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $173,077 | 26,424 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $99,711 | 14,347 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $101,863 | 14,347 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $99,558 | 14,641 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $96,274 | 13,465 | Shares | Sole | 2024-04-29 | |
| 2021-06-30 | $85,057 | 9,409 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $71,348 | 9,351 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $99,139 | 14,368 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $86,351 | 14,368 | Shares | Other | 2020-10-30 | |
| No filing history on record for this holder in this stock. | ||||||