WealthTrust Asset Management, LLC: USA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WealthTrust Asset Management, LLC on USA, newest first. How the timeline and the estimate are built.
WealthTrust Asset Management, LLC held 44,510 USA shares at 2026-06-30 per its 13F-HR filed 2026-07-27.
the latest 13F is the newest step
- period ended2026-06-3013F 44,510 sharesChange vs previous 13F -6,341 shares
0.14% of the 13F portfolio, value $258,602.
13F-HR 0002085853-26-000864 filed by WealthTrust Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 50,851 sharesChange vs previous 13F +13,110 shares
0.17% of the 13F portfolio, value $282,225.
13F-HR 0002085853-26-000570 filed by WealthTrust Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 37,741 sharesChange vs previous 13F -48,401 shares
0.17% of the 13F portfolio, value $237,011.
13F-HR 0002085853-26-000192 filed by WealthTrust Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 86,142 sharesChange vs previous 13F +7,453 shares
0.38% of the 13F portfolio, value $546,139.
13F-HR 0002085853-25-000250 filed by WealthTrust Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 78,689 sharesChange vs previous 13F -18,052 shares
0.4% of the 13F portfolio, value $535,871.
13F-HR 0001667731-25-001078 filed by WealthTrust Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 96,741 sharesChange vs previous 13F -6,271 shares
0.47% of the 13F portfolio, value $633,653.
13F-HR 0001667731-25-000563 filed by WealthTrust Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 103,012 sharesChange vs previous 13F +3,680 shares
0.51% of the 13F portfolio, value $715,936.
13F-HR 0001667731-25-000232 filed by WealthTrust Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 99,332 sharesChange vs previous 13F not available
0.53% of the 13F portfolio, value $705,260.
13F-HR 0001867894-24-000004 filed by WealthTrust Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).