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Disclosery

WealthTrust Axiom LLC: UMH position timeline

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

WealthTrust Axiom LLC held 103,627 UMH 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 103,627 shares
    Change vs previous 13F -4,403 shares

    0.35% of the 13F portfolio, value $1,568,912.

    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 108,030 shares
    Change vs previous 13F -500 shares

    0.38% of the 13F portfolio, value $1,558,872.

    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 108,530 shares
    Change vs previous 13F -200 shares

    0.44% of the 13F portfolio, value $1,726,712.

    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 108,730 shares
    Change vs previous 13F -6,000 shares

    0.43% of the 13F portfolio, value $1,614,640.

    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 114,730 shares
    Change vs previous 13F -8,550 shares

    0.57% of the 13F portfolio, value $1,926,316.

    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 123,280 shares
    Change vs previous 13F -5,185 shares

    0.7% of the 13F portfolio, value $2,305,335.

    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 128,465 shares
    Change vs previous 13F +400 shares

    0.72% of the 13F portfolio, value $2,425,418.

    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 128,065 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $2,519,038.

    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).