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WealthTrust Fairport, LLC: IVE position timeline

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

WealthTrust Fairport, LLC held 120,213 IVE 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 120,213 shares
    Change vs previous 13F -7,840 shares

    1.28% of the 13F portfolio, value $13,553,000.

    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 128,053 shares
    Change vs previous 13F -6,845 shares

    1.35% of the 13F portfolio, value $12,951,000.

    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 134,898 shares
    Change vs previous 13F -8,188 shares

    1.45% of the 13F portfolio, value $15,627,000.

    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 143,086 shares
    Change vs previous 13F +6,406 shares

    1.53% of the 13F portfolio, value $15,758,000.

    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 136,680 shares
    Change vs previous 13F +1,415 shares

    1.5% of the 13F portfolio, value $14,945,000.

    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 135,265 shares
    Change vs previous 13F +917 shares

    1.56% of the 13F portfolio, value $15,453,000.

    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 134,348 shares
    Change vs previous 13F +8,869 shares

    1.53% of the 13F portfolio, value $14,498,000.

    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 125,479 shares
    Change vs previous 13F not available

    1.44% of the 13F portfolio, value $13,170,000.

    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).