Skip to content
Disclosery

WealthTrust Fairport, LLC: SCHZ position timeline

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

WealthTrust Fairport, LLC held 19,347 SCHZ 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 19,347 shares
    Change vs previous 13F +3,870 shares

    0.09% of the 13F portfolio, value $1,004,000.

    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 15,477 shares
    Change vs previous 13F +666 shares

    0.08% of the 13F portfolio, value $783,000.

    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 14,811 shares
    Change vs previous 13F +1,166 shares

    0.07% of the 13F portfolio, value $744,000.

    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 13,645 shares
    Change vs previous 13F +1,187 shares

    0.07% of the 13F portfolio, value $691,000.

    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 12,458 shares
    Change vs previous 13F +2,823 shares

    0.06% of the 13F portfolio, value $636,000.

    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 9,635 shares
    Change vs previous 13F +1,514 shares

    0.05% of the 13F portfolio, value $501,000.

    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 8,121 shares
    Change vs previous 13F -246 shares

    0.04% of the 13F portfolio, value $425,000.

    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 8,367 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $437,000.

    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).