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Disclosery

WealthTrust Axiom LLC: IBDS position timeline

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

WealthTrust Axiom LLC held 68,500 IBDS 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 68,500 shares
    Change vs previous 13F 0 shares

    0.37% of the 13F portfolio, value $1,659,069.

    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 68,500 shares
    Change vs previous 13F +3,300 shares

    0.41% of the 13F portfolio, value $1,660,439.

    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 65,200 shares
    Change vs previous 13F +3,500 shares

    0.41% of the 13F portfolio, value $1,583,055.

    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 61,700 shares
    Change vs previous 13F -2,000 shares

    0.4% of the 13F portfolio, value $1,501,777.

    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 63,700 shares
    Change vs previous 13F 0 shares

    0.45% of the 13F portfolio, value $1,545,998.

    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 63,700 shares
    Change vs previous 13F 0 shares

    0.47% of the 13F portfolio, value $1,540,265.

    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 63,700 shares
    Change vs previous 13F +2,400 shares

    0.45% of the 13F portfolio, value $1,526,251.

    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 61,300 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $1,493,880.

    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).