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Disclosery

WealthTrust Axiom LLC: EXC position timeline

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

WealthTrust Axiom LLC held 47,558 EXC 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 47,558 shares
    Change vs previous 13F +8 shares

    0.5% of the 13F portfolio, value $2,217,158.

    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 47,550 shares
    Change vs previous 13F +127 shares

    0.57% of the 13F portfolio, value $2,330,907.

    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 47,423 shares
    Change vs previous 13F -101 shares

    0.53% of the 13F portfolio, value $2,067,158.

    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 47,524 shares
    Change vs previous 13F -97 shares

    0.57% of the 13F portfolio, value $2,139,066.

    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 47,621 shares
    Change vs previous 13F -696 shares

    0.61% of the 13F portfolio, value $2,067,693.

    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 48,317 shares
    Change vs previous 13F +663 shares

    0.68% of the 13F portfolio, value $2,226,461.

    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 47,654 shares
    Change vs previous 13F +1,009 shares

    0.53% of the 13F portfolio, value $1,793,680.

    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 46,645 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $1,891,449.

    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).