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WealthTrust Asset Management, LLC: PFF position timeline

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

WealthTrust Asset Management, LLC held 25,972 PFF 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 25,972 shares
    Change vs previous 13F -1,168 shares

    0.43% of the 13F portfolio, value $791,886.

    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 27,140 shares
    Change vs previous 13F +2,104 shares

    0.49% of the 13F portfolio, value $822,885.

    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 25,036 shares
    Change vs previous 13F +712 shares

    0.54% of the 13F portfolio, value $775,115.

    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 24,324 shares
    Change vs previous 13F +144 shares

    0.53% of the 13F portfolio, value $769,125.

    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 24,180 shares
    Change vs previous 13F -6,736 shares

    0.55% of the 13F portfolio, value $741,842.

    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 30,916 shares
    Change vs previous 13F -454 shares

    0.7% of the 13F portfolio, value $950,049.

    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 31,370 shares
    Change vs previous 13F +1,272 shares

    0.71% of the 13F portfolio, value $986,273.

    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 30,098 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $1,000,157.

    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).