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WealthTrust Asset Management, LLC: FLOT position timeline

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

WealthTrust Asset Management, LLC held 88,725 FLOT 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 88,725 shares
    Change vs previous 13F -324 shares

    2.45% of the 13F portfolio, value $4,529,420.

    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 89,049 shares
    Change vs previous 13F -3,323 shares

    2.71% of the 13F portfolio, value $4,537,046.

    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 92,372 shares
    Change vs previous 13F -37 shares

    3.28% of the 13F portfolio, value $4,698,052.

    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 92,409 shares
    Change vs previous 13F +354 shares

    3.27% of the 13F portfolio, value $4,720,738.

    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 92,055 shares
    Change vs previous 13F -11,378 shares

    3.51% of the 13F portfolio, value $4,696,651.

    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 103,433 shares
    Change vs previous 13F +19,590 shares

    3.91% of the 13F portfolio, value $5,280,241.

    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 83,843 shares
    Change vs previous 13F +43,441 shares

    3.06% of the 13F portfolio, value $4,265,953.

    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).

  8. period ended2024-09-30
    13F 40,402 shares
    Change vs previous 13F not available

    1.54% of the 13F portfolio, value $2,062,101.

    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).