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Disclosery

WealthTrust Axiom LLC: TD position timeline

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

WealthTrust Axiom LLC held 26,340 TD 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 26,340 shares
    Change vs previous 13F -321 shares

    0.71% of the 13F portfolio, value $3,198,456.

    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 26,661 shares
    Change vs previous 13F -210 shares

    0.61% of the 13F portfolio, value $2,487,730.

    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 26,871 shares
    Change vs previous 13F -400 shares

    0.65% of the 13F portfolio, value $2,531,240.

    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 27,271 shares
    Change vs previous 13F +760 shares

    0.58% of the 13F portfolio, value $2,180,310.

    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 26,511 shares
    Change vs previous 13F -2,265 shares

    0.57% of the 13F portfolio, value $1,947,227.

    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 28,776 shares
    Change vs previous 13F -95 shares

    0.53% of the 13F portfolio, value $1,724,828.

    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 28,871 shares
    Change vs previous 13F -220 shares

    0.46% of the 13F portfolio, value $1,537,087.

    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 29,091 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $1,840,291.

    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).