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WealthTrust Asset Management, LLC: BILS position timeline

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

WealthTrust Asset Management, LLC held 28,192 BILS shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,192 shares
    Change vs previous 13F -87,096 shares

    1.52% of the 13F portfolio, value $2,801,721.

    13F-HR 0002085853-26-000864 filed by WealthTrust Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 115,288 shares
    Change vs previous 13F +72,908 shares

    6.84% of the 13F portfolio, value $11,464,239.

    13F-HR 0002085853-26-000570 filed by WealthTrust Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 42,380 shares
    Change vs previous 13F +17,891 shares

    2.94% of the 13F portfolio, value $4,204,944.

    13F-HR 0002085853-26-000192 filed by WealthTrust Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 24,489 shares
    Change vs previous 13F -21,524 shares

    1.69% of the 13F portfolio, value $2,437,145.

    13F-HR 0002085853-25-000250 filed by WealthTrust Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 46,013 shares
    Change vs previous 13F -66,937 shares

    3.42% of the 13F portfolio, value $4,575,073.

    13F-HR 0001667731-25-001078 filed by WealthTrust Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 112,950 shares
    Change vs previous 13F +86,344 shares

    8.33% of the 13F portfolio, value $11,237,396.

    13F-HR 0001667731-25-000563 filed by WealthTrust Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 26,606 shares
    Change vs previous 13F not available

    1.89% of the 13F portfolio, value $2,637,985.

    13F-HR 0001667731-25-000232 filed by WealthTrust Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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