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Disclosery

WealthTrust Fairport, LLC: XLP position timeline

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

WealthTrust Fairport, LLC held 115,700 XLP 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 115,700 shares
    Change vs previous 13F +3,997 shares

    0.61% of the 13F portfolio, value $6,492,000.

    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 111,703 shares
    Change vs previous 13F -10,478 shares

    0.59% of the 13F portfolio, value $5,672,000.

    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 122,181 shares
    Change vs previous 13F -3,119 shares

    0.61% of the 13F portfolio, value $6,589,000.

    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 125,300 shares
    Change vs previous 13F +3,744 shares

    0.63% of the 13F portfolio, value $6,457,000.

    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 121,556 shares
    Change vs previous 13F -3,344 shares

    0.64% of the 13F portfolio, value $6,398,000.

    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 124,900 shares
    Change vs previous 13F -4,724 shares

    0.72% of the 13F portfolio, value $7,106,000.

    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 129,624 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $6,997,000.

    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).