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WealthTrust Asset Management, LLC: SYF position timeline

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

WealthTrust Asset Management, LLC held 17,117 SYF 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 17,117 shares
    Change vs previous 13F -335 shares

    0.7% of the 13F portfolio, value $1,301,748.

    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 17,452 shares
    Change vs previous 13F +156 shares

    0.71% of the 13F portfolio, value $1,187,085.

    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 17,296 shares
    Change vs previous 13F -93 shares

    1.01% of the 13F portfolio, value $1,443,005.

    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 17,389 shares
    Change vs previous 13F -1,011 shares

    0.86% of the 13F portfolio, value $1,235,488.

    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 18,400 shares
    Change vs previous 13F +1,638 shares

    0.92% of the 13F portfolio, value $1,228,016.

    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 16,762 shares
    Change vs previous 13F +1,672 shares

    0.66% of the 13F portfolio, value $887,380.

    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 15,090 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $980,850.

    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).