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Disclosery

WealthTrust Fairport, LLC: XLU position timeline

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

WealthTrust Fairport, LLC held 28,897 XLU 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 28,897 shares
    Change vs previous 13F +262 shares

    0.16% of the 13F portfolio, value $1,681,000.

    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 28,635 shares
    Change vs previous 13F -894 shares

    0.16% of the 13F portfolio, value $1,515,000.

    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 29,529 shares
    Change vs previous 13F +1,046 shares

    0.14% of the 13F portfolio, value $1,555,000.

    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 28,483 shares
    Change vs previous 13F +950 shares

    0.14% of the 13F portfolio, value $1,480,000.

    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 27,533 shares
    Change vs previous 13F +1,128 shares

    0.14% of the 13F portfolio, value $1,391,000.

    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 26,405 shares
    Change vs previous 13F +931 shares

    0.14% of the 13F portfolio, value $1,391,000.

    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 25,474 shares
    Change vs previous 13F +36 shares

    0.14% of the 13F portfolio, value $1,351,000.

    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 25,438 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,322,000.

    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).