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Disclosery

WealthTrust Fairport, LLC: XLB position timeline

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

WealthTrust Fairport, LLC held 52,112 XLB 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 52,112 shares
    Change vs previous 13F -26 shares

    0.27% of the 13F portfolio, value $2,892,000.

    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 52,138 shares
    Change vs previous 13F -1,634 shares

    0.28% of the 13F portfolio, value $2,634,000.

    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 53,772 shares
    Change vs previous 13F +2,566 shares

    0.29% of the 13F portfolio, value $3,115,000.

    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 51,206 shares
    Change vs previous 13F +2,112 shares

    0.29% of the 13F portfolio, value $2,974,000.

    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 49,094 shares
    Change vs previous 13F +689 shares

    0.28% of the 13F portfolio, value $2,795,000.

    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 48,405 shares
    Change vs previous 13F +664 shares

    0.3% of the 13F portfolio, value $2,930,000.

    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 47,741 shares
    Change vs previous 13F -197 shares

    0.29% of the 13F portfolio, value $2,712,000.

    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 47,938 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $2,580,000.

    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).