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Disclosery

WealthTrust Fairport, LLC: XLE position timeline

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

WealthTrust Fairport, LLC held 90,530 XLE 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 90,530 shares
    Change vs previous 13F +931 shares

    0.57% of the 13F portfolio, value $5,986,000.

    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 89,599 shares
    Change vs previous 13F +6,279 shares

    0.54% of the 13F portfolio, value $5,139,000.

    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 83,320 shares
    Change vs previous 13F +7,097 shares

    0.59% of the 13F portfolio, value $6,311,000.

    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 76,223 shares
    Change vs previous 13F -1,403 shares

    0.56% of the 13F portfolio, value $5,788,000.

    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 77,626 shares
    Change vs previous 13F -2,533 shares

    0.52% of the 13F portfolio, value $5,233,000.

    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 80,159 shares
    Change vs previous 13F +1,429 shares

    0.59% of the 13F portfolio, value $5,792,000.

    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 78,730 shares
    Change vs previous 13F -3,459 shares

    0.57% of the 13F portfolio, value $5,391,000.

    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 82,189 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $5,336,000.

    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).