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WealthTrust Fairport, LLC: IVW position timeline

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

WealthTrust Fairport, LLC held 92,512 IVW 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 92,512 shares
    Change vs previous 13F -4,686 shares

    1.51% of the 13F portfolio, value $15,945,000.

    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 97,198 shares
    Change vs previous 13F -3,873 shares

    1.53% of the 13F portfolio, value $14,645,000.

    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 101,071 shares
    Change vs previous 13F -2,172 shares

    1.66% of the 13F portfolio, value $17,907,000.

    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 103,243 shares
    Change vs previous 13F +3,314 shares

    1.63% of the 13F portfolio, value $16,788,000.

    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 99,929 shares
    Change vs previous 13F +1,352 shares

    1.55% of the 13F portfolio, value $15,496,000.

    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 98,577 shares
    Change vs previous 13F +10,571 shares

    1.52% of the 13F portfolio, value $15,060,000.

    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 88,006 shares
    Change vs previous 13F +4,166 shares

    1.33% of the 13F portfolio, value $12,622,000.

    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 83,840 shares
    Change vs previous 13F not available

    1.26% of the 13F portfolio, value $11,473,000.

    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).