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WealthTrust-Arizona, LLC: JPM position timeline

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

WealthTrust-Arizona, LLC held 18,179 JPM 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 18,179 shares
    Change vs previous 13F +409 shares

    1.03% of the 13F portfolio, value $1,775,000.

    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 17,770 shares
    Change vs previous 13F +154 shares

    0.96% of the 13F portfolio, value $2,005,000.

    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 17,616 shares
    Change vs previous 13F -105 shares

    0.95% of the 13F portfolio, value $1,836,000.

    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 17,721 shares
    Change vs previous 13F +85 shares

    1.03% of the 13F portfolio, value $1,949,000.

    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 17,636 shares
    Change vs previous 13F -120 shares

    0.93% of the 13F portfolio, value $1,886,000.

    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 17,756 shares
    Change vs previous 13F +12 shares

    0.86% of the 13F portfolio, value $1,696,000.

    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 17,744 shares
    Change vs previous 13F -242 shares

    0.84% of the 13F portfolio, value $1,622,000.

    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 17,986 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $1,580,000.

    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).