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Disclosery

WealthTrust Fairport, LLC: SCHB position timeline

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

WealthTrust Fairport, LLC held 42,685 SCHB 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 42,685 shares
    Change vs previous 13F +902 shares

    0.27% of the 13F portfolio, value $2,905,000.

    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 41,783 shares
    Change vs previous 13F +13,821 shares

    0.26% of the 13F portfolio, value $2,504,000.

    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 27,962 shares
    Change vs previous 13F +856 shares

    0.18% of the 13F portfolio, value $1,968,000.

    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 27,106 shares
    Change vs previous 13F +1,359 shares

    0.17% of the 13F portfolio, value $1,789,000.

    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 25,747 shares
    Change vs previous 13F +847 shares

    0.16% of the 13F portfolio, value $1,642,000.

    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 24,900 shares
    Change vs previous 13F +1,649 shares

    0.16% of the 13F portfolio, value $1,607,000.

    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 23,251 shares
    Change vs previous 13F +614 shares

    0.15% of the 13F portfolio, value $1,416,000.

    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 22,637 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,323,000.

    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).