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WealthTrust Asset Management, LLC: BNY position timeline

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

WealthTrust Asset Management, LLC held 12,536 BNY 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 12,536 shares
    Change vs previous 13F -453 shares

    0.98% of the 13F portfolio, value $1,812,831.

    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 12,989 shares
    Change vs previous 13F +43 shares

    0.92% of the 13F portfolio, value $1,540,885.

    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 12,946 shares
    Change vs previous 13F -312 shares

    1.05% of the 13F portfolio, value $1,502,901.

    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 13,258 shares
    Change vs previous 13F -849 shares

    1% of the 13F portfolio, value $1,444,592.

    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 14,107 shares
    Change vs previous 13F +145 shares

    0.96% of the 13F portfolio, value $1,285,289.

    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 13,962 shares
    Change vs previous 13F +289 shares

    0.87% of the 13F portfolio, value $1,170,993.

    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 13,673 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $1,050,497.

    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).