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Disclosery

WealthTrust Axiom LLC: IA position timeline

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

WealthTrust Axiom LLC held 220,268 IA 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 220,268 shares
    Change vs previous 13F +13,936 shares

    0.89% of the 13F portfolio, value $3,964,829.

    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 206,332 shares
    Change vs previous 13F -180,038 shares

    1.04% of the 13F portfolio, value $4,236,001.

    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 386,370 shares
    Change vs previous 13F +62,712 shares

    1.88% of the 13F portfolio, value $7,317,853.

    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 323,658 shares
    Change vs previous 13F -151,567 shares

    1.08% of the 13F portfolio, value $4,042,491.

    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 475,225 shares
    Change vs previous 13F -151,414 shares

    1.94% of the 13F portfolio, value $6,596,126.

    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 626,639 shares
    Change vs previous 13F -125,780 shares

    1.2% of the 13F portfolio, value $3,941,561.

    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 752,419 shares
    Change vs previous 13F +1,745 shares

    1.91% of the 13F portfolio, value $6,425,662.

    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 750,674 shares
    Change vs previous 13F not available

    1.45% of the 13F portfolio, value $4,894,397.

    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).