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WealthTrust Axiom LLC: FIDI position timeline

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

WealthTrust Axiom LLC held 54,880 FIDI 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 54,880 shares
    Change vs previous 13F -500 shares

    0.34% of the 13F portfolio, value $1,502,070.

    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 55,380 shares
    Change vs previous 13F 0 shares

    0.38% of the 13F portfolio, value $1,528,769.

    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 55,380 shares
    Change vs previous 13F 0 shares

    0.37% of the 13F portfolio, value $1,434,900.

    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 55,380 shares
    Change vs previous 13F -500 shares

    0.36% of the 13F portfolio, value $1,354,997.

    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 55,880 shares
    Change vs previous 13F -2,000 shares

    0.38% of the 13F portfolio, value $1,301,449.

    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 57,880 shares
    Change vs previous 13F -2,924 shares

    0.38% of the 13F portfolio, value $1,240,887.

    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 60,804 shares
    Change vs previous 13F +2,000 shares

    0.35% of the 13F portfolio, value $1,185,608.

    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 58,804 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $1,279,526.

    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).