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Disclosery

WealthTrust Axiom LLC: XLU position timeline

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

WealthTrust Axiom LLC held 14,717 XLU 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 14,717 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $667,258.

    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 14,717 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $675,347.

    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 14,717 shares
    Change vs previous 13F +7,356 shares

    0.16% of the 13F portfolio, value $628,247.

    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 7,361 shares
    Change vs previous 13F -1 shares

    0.17% of the 13F portfolio, value $641,968.

    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 7,362 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $601,189.

    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 7,362 shares
    Change vs previous 13F +1 shares

    0.18% of the 13F portfolio, value $580,496.

    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 7,361 shares
    Change vs previous 13F -16 shares

    0.17% of the 13F portfolio, value $557,151.

    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 7,377 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $595,911.

    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).