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Disclosery

WealthTrust Asset Management, LLC: CHRW position timeline

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

WealthTrust Asset Management, LLC held 65,608 CHRW 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 65,608 shares
    Change vs previous 13F 0 shares

    6.69% of the 13F portfolio, value $12,356,611.

    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 65,608 shares
    Change vs previous 13F +65,608 shares

    6.51% of the 13F portfolio, value $10,895,521.

    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 ended2025-06-30
    13F 0 shares
    Change vs previous 13F -53,795 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-03-31
    13F 53,795 shares
    Change vs previous 13F 0 shares

    4.08% of the 13F portfolio, value $5,508,608.

    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).

  5. period ended2024-12-31
    13F 53,795 shares
    Change vs previous 13F -2,276 shares

    3.99% of the 13F portfolio, value $5,558,099.

    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).

  6. period ended2024-09-30
    13F 56,071 shares
    Change vs previous 13F not available

    4.61% of the 13F portfolio, value $6,188,556.

    13F-HR 0001867894-24-000004 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).