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WealthTrust Asset Management, LLC: IEF position timeline

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

WealthTrust Asset Management, LLC held 14,792 IEF 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 14,792 shares
    Change vs previous 13F +226 shares

    0.76% of the 13F portfolio, value $1,398,879.

    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 14,566 shares
    Change vs previous 13F +105 shares

    0.83% of the 13F portfolio, value $1,390,179.

    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 14,461 shares
    Change vs previous 13F +437 shares

    0.97% of the 13F portfolio, value $1,390,570.

    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 14,024 shares
    Change vs previous 13F +308 shares

    0.94% of the 13F portfolio, value $1,352,755.

    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 13,716 shares
    Change vs previous 13F -3,204 shares

    0.98% of the 13F portfolio, value $1,313,581.

    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 16,920 shares
    Change vs previous 13F -1,761 shares

    1.2% of the 13F portfolio, value $1,613,660.

    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 18,681 shares
    Change vs previous 13F -33,057 shares

    1.24% of the 13F portfolio, value $1,727,058.

    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 51,738 shares
    Change vs previous 13F not available

    3.78% of the 13F portfolio, value $5,076,533.

    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).