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Disclosery

WealthTrust Fairport, LLC: USMV position timeline

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

WealthTrust Fairport, LLC held 48,448 USMV 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 48,448 shares
    Change vs previous 13F +13,690 shares

    0.27% of the 13F portfolio, value $2,849,000.

    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 34,758 shares
    Change vs previous 13F +34,163 shares

    0.19% of the 13F portfolio, value $1,821,000.

    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 595 shares
    Change vs previous 13F -751 shares

    <0.01% of the 13F portfolio, value $34,000.

    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 1,346 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $72,000.

    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).