WealthTrust Asset Management, LLC: V position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WealthTrust Asset Management, LLC on V, newest first. How the timeline and the estimate are built.
WealthTrust Asset Management, LLC held 585 V shares at 2026-06-30 per its 13F-HR filed 2026-07-27.
the latest 13F is the newest step
- period ended2026-06-3013F 585 sharesChange vs previous 13F +585 shares
0.11% of the 13F portfolio, value $200,666.
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 ended2025-06-3013F 0 sharesChange vs previous 13F -2,899 shares
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).
Exited: the 13F for this period no longer lists the position.
- period ended2025-03-3113F 2,899 sharesChange vs previous 13F +2,110 shares
0.75% of the 13F portfolio, value $1,015,984.
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 789 sharesChange vs previous 13F +789 shares
0.18% of the 13F portfolio, value $249,356.
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 0 sharesChange vs previous 13F not available
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).
Exited: the 13F for this period no longer lists the position.