WealthTrust Axiom LLC: PPL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WealthTrust Axiom LLC on PPL, newest first. How the timeline and the estimate are built.
WealthTrust Axiom LLC held 18,397 PPL shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 18,397 sharesChange vs previous 13F +6 shares
0.15% of the 13F portfolio, value $668,740.
13F-HR 0001425949-26-000009 filed by WealthTrust Axiom LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 18,391 sharesChange vs previous 13F +10,212 shares
0.17% of the 13F portfolio, value $702,530.
13F-HR 0001425949-26-000005 filed by WealthTrust Axiom LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 8,179 sharesChange vs previous 13F 0 shares
0.07% of the 13F portfolio, value $286,423.
13F-HR 0001425949-26-000004 filed by WealthTrust Axiom LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 8,179 sharesChange vs previous 13F 0 shares
0.08% of the 13F portfolio, value $303,926.
13F-HR 0001425949-25-000004 filed by WealthTrust Axiom LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 8,179 sharesChange vs previous 13F -400 shares
0.08% of the 13F portfolio, value $277,181.
13F-HR 0001085146-25-004962 filed by WealthTrust Axiom LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 8,579 sharesChange vs previous 13F +337 shares
0.09% of the 13F portfolio, value $309,782.
13F-HR 0001085146-25-003158 filed by WealthTrust Axiom LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 8,242 sharesChange vs previous 13F +6 shares
0.08% of the 13F portfolio, value $267,539.
13F-HR 0001085146-25-001260 filed by WealthTrust Axiom LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 8,236 sharesChange vs previous 13F not available
0.08% of the 13F portfolio, value $272,432.
13F-HR 0001085146-24-005661 filed by WealthTrust Axiom LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).