Skip to content
Disclosery

WealthTrust Fairport, LLC: AXP position timeline

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

WealthTrust Fairport, LLC held 3,900 AXP shares at 2019-03-31 per its 13F-HR filed 2019-05-15.

the latest 13F is the newest step

  1. period ended2019-03-31
    13F 3,900 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $426,000.

    13F-HR 0001427806-19-000003 filed by WealthTrust Fairport, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2018-12-31
    13F 3,900 shares
    Change vs previous 13F -70 shares

    0.04% of the 13F portfolio, value $372,000.

    13F-HR 0001427806-19-000002 filed by WealthTrust Fairport, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2018-09-30
    13F 3,970 shares
    Change vs previous 13F -125 shares

    0.04% of the 13F portfolio, value $423,000.

    13F-HR 0001427806-18-000005 filed by WealthTrust Fairport, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2018-06-30
    13F 4,095 shares
    Change vs previous 13F -769 shares

    0.04% of the 13F portfolio, value $401,000.

    13F-HR 0001427806-18-000004 filed by WealthTrust Fairport, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2018-03-31
    13F 4,864 shares
    Change vs previous 13F +1,029 shares

    0.05% of the 13F portfolio, value $454,000.

    13F-HR 0001427806-18-000003 filed by WealthTrust Fairport, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2017-12-31
    13F 3,835 shares
    Change vs previous 13F +90 shares

    0.04% of the 13F portfolio, value $381,000.

    13F-HR 0001427806-18-000002 filed by WealthTrust Fairport, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2017-09-30
    13F 3,745 shares
    Change vs previous 13F +35 shares

    0.04% of the 13F portfolio, value $339,000.

    13F-HR 0001427806-17-000006 filed by WealthTrust Fairport, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2017-06-30
    13F 3,710 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $313,000.

    13F-HR 0001427806-17-000004 filed by WealthTrust Fairport, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).