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Disclosery

WealthTrust Fairport, LLC: SPY position timeline

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

WealthTrust Fairport, LLC held 8,066 SPY 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 8,066 shares
    Change vs previous 13F +40 shares

    0.22% of the 13F portfolio, value $2,279,000.

    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 8,026 shares
    Change vs previous 13F +4,569 shares

    0.21% of the 13F portfolio, value $2,006,000.

    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 3,457 shares
    Change vs previous 13F -554 shares

    0.09% of the 13F portfolio, value $1,005,000.

    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 4,011 shares
    Change vs previous 13F +60 shares

    0.11% of the 13F portfolio, value $1,088,000.

    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 3,951 shares
    Change vs previous 13F +46 shares

    0.1% of the 13F portfolio, value $1,040,000.

    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 3,905 shares
    Change vs previous 13F -12 shares

    0.11% of the 13F portfolio, value $1,042,000.

    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 3,917 shares
    Change vs previous 13F -609 shares

    0.1% of the 13F portfolio, value $984,000.

    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 4,526 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,094,000.

    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).