WealthTrust Asset Management, LLC: CPNJ position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WealthTrust Asset Management, LLC on CPNJ, newest first. How the timeline and the estimate are built.
WealthTrust Asset Management, LLC held 20,029 CPNJ shares at 2026-06-30 per its 13F-HR filed 2026-07-27.
the latest 13F is the newest step
- period ended2026-06-3013F 20,029 sharesChange vs previous 13F -635 shares
0.3% of the 13F portfolio, value $553,401.
13F-HR 0002085853-26-000864 filed by WealthTrust Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 20,664 sharesChange vs previous 13F +7,839 shares
0.33% of the 13F portfolio, value $558,224.
13F-HR 0002085853-26-000570 filed by WealthTrust Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 12,825 sharesChange vs previous 13F 0 shares
0.24% of the 13F portfolio, value $346,199.
13F-HR 0002085853-26-000192 filed by WealthTrust Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 12,825 sharesChange vs previous 13F -200 shares
0.24% of the 13F portfolio, value $341,761.
13F-HR 0002085853-25-000250 filed by WealthTrust Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 13,025 sharesChange vs previous 13F -9,925 shares
0.25% of the 13F portfolio, value $340,733.
13F-HR 0001667731-25-001078 filed by WealthTrust Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 22,950 sharesChange vs previous 13F -423 shares
0.42% of the 13F portfolio, value $564,382.
13F-HR 0001667731-25-000563 filed by WealthTrust Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 23,373 sharesChange vs previous 13F 0 shares
0.42% of the 13F portfolio, value $582,331.
13F-HR 0001667731-25-000232 filed by WealthTrust Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 23,373 sharesChange vs previous 13F not available
0.43% of the 13F portfolio, value $571,825.
13F-HR 0001867894-24-000004 filed by WealthTrust Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).