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WealthTrust Axiom LLC: ED position timeline

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

WealthTrust Axiom LLC held 26,763 ED shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,763 shares
    Change vs previous 13F -1,210 shares

    0.66% of the 13F portfolio, value $2,960,790.

    13F-HR 0001425949-26-000009 filed by WealthTrust Axiom 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 27,973 shares
    Change vs previous 13F -230 shares

    0.78% of the 13F portfolio, value $3,165,984.

    13F-HR 0001425949-26-000005 filed by WealthTrust Axiom 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 28,203 shares
    Change vs previous 13F -35 shares

    0.72% of the 13F portfolio, value $2,801,121.

    13F-HR 0001425949-26-000004 filed by WealthTrust Axiom 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 28,238 shares
    Change vs previous 13F -260 shares

    0.76% of the 13F portfolio, value $2,838,483.

    13F-HR 0001425949-25-000004 filed by WealthTrust Axiom 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 28,498 shares
    Change vs previous 13F -1,490 shares

    0.84% of the 13F portfolio, value $2,859,774.

    13F-HR 0001085146-25-004962 filed by WealthTrust Axiom 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 29,988 shares
    Change vs previous 13F +130 shares

    1.01% of the 13F portfolio, value $3,316,372.

    13F-HR 0001085146-25-003158 filed by WealthTrust Axiom 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 29,858 shares
    Change vs previous 13F 0 shares

    0.79% of the 13F portfolio, value $2,664,229.

    13F-HR 0001085146-25-001260 filed by WealthTrust Axiom 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 29,858 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $3,109,113.

    13F-HR 0001085146-24-005661 filed by WealthTrust Axiom LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).