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Disclosery

WealthTrust Asset Management, LLC: SPY position timeline

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

WealthTrust Asset Management, LLC held 550 SPY 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 550 shares
    Change vs previous 13F +162 shares

    0.22% of the 13F portfolio, value $410,724.

    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 388 shares
    Change vs previous 13F -296 shares

    0.15% of the 13F portfolio, value $252,332.

    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 684 shares
    Change vs previous 13F 0 shares

    0.33% of the 13F portfolio, value $466,433.

    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 684 shares
    Change vs previous 13F -71 shares

    0.32% of the 13F portfolio, value $455,667.

    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 755 shares
    Change vs previous 13F -42 shares

    0.35% of the 13F portfolio, value $466,477.

    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 797 shares
    Change vs previous 13F -188 shares

    0.33% of the 13F portfolio, value $445,834.

    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 985 shares
    Change vs previous 13F +171 shares

    0.41% of the 13F portfolio, value $577,289.

    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 814 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $467,041.

    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).