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WealthTrust-Arizona, LLC: IVV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WealthTrust-Arizona, LLC on IVV, newest first. How the timeline and the estimate are built.

WealthTrust-Arizona, LLC held 19,281 IVV shares at 2018-12-31 per its 13F-HR filed 2019-02-07.

the latest 13F is the newest step

  1. period ended2018-12-31
    13F 19,281 shares
    Change vs previous 13F +162 shares

    2.83% of the 13F portfolio, value $4,851,000.

    13F-HR 0001580642-19-000644 filed by WealthTrust-Arizona, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2018-09-30
    13F 19,119 shares
    Change vs previous 13F +131 shares

    2.68% of the 13F portfolio, value $5,597,000.

    13F-HR 0001580642-18-004932 filed by WealthTrust-Arizona, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2018-06-30
    13F 18,988 shares
    Change vs previous 13F +163 shares

    2.67% of the 13F portfolio, value $5,185,000.

    13F-HR 0001580642-18-003417 filed by WealthTrust-Arizona, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2018-03-31
    13F 18,825 shares
    Change vs previous 13F -898 shares

    2.64% of the 13F portfolio, value $4,996,000.

    13F-HR 0001580642-18-002102 filed by WealthTrust-Arizona, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2017-12-31
    13F 19,723 shares
    Change vs previous 13F +567 shares

    2.61% of the 13F portfolio, value $5,302,000.

    13F-HR 0001580642-18-000270 filed by WealthTrust-Arizona, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2017-09-30
    13F 19,156 shares
    Change vs previous 13F +897 shares

    2.46% of the 13F portfolio, value $4,845,000.

    13F-HR 0001580642-17-005582 filed by WealthTrust-Arizona, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2017-06-30
    13F 18,259 shares
    Change vs previous 13F +210 shares

    2.29% of the 13F portfolio, value $4,444,000.

    13F-HR 0001580642-17-003948 filed by WealthTrust-Arizona, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2017-03-31
    13F 18,049 shares
    Change vs previous 13F not available

    2.3% of the 13F portfolio, value $4,282,000.

    13F-HR 0001580642-17-002451 filed by WealthTrust-Arizona, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).