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WealthTrust Asset Management, LLC: CFG position timeline

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

WealthTrust Asset Management, LLC held 16,678 CFG 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 16,678 shares
    Change vs previous 13F -453 shares

    0.63% of the 13F portfolio, value $1,168,627.

    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 17,131 shares
    Change vs previous 13F +512 shares

    0.61% of the 13F portfolio, value $1,027,346.

    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 16,619 shares
    Change vs previous 13F -133 shares

    0.68% of the 13F portfolio, value $970,716.

    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 16,752 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $890,536.

    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).