WealthTrust Asset Management, LLC has filed its quarterly 13F-HR report, providing a snapshot of its investment holdings as of September 30, 2026. This filing is crucial as it informs stakeholders about the company's investment strategies and positions in various securities.
Background
WealthTrust Asset Management, LLC is an asset management firm based in Destin, Florida. The company is classified under the SIC code for asset management, focusing on managing investment portfolios for clients. Its recent filings include a 13F-HR report submitted on October 22, 2026, and a N-PX report filed on August 19, 2026.
What the Filing Says
The filing, accession number 0001867894-26-000001, was accepted on October 22, 2026. It details the holdings of WealthTrust as of the end of the third quarter of 2026. Specific details about the holdings were not available in the SEC filing.
Impact
This filing may affect various stakeholders, including investors, analysts, and competitors in the asset management industry. It provides insights into WealthTrust's investment approach and market positioning, which can influence market perceptions and strategies among peers.
What's Next
The filing does not say what happens next.
Filing Details
The 13F-HR filing was officially accepted on October 22, 2026, at 10:30:35 AM. It covers the period ending September 30, 2026, and includes two documents related to the filing. These documents provide further insights into the company's holdings and investment strategies.
Company Information
WealthTrust Asset Management, LLC is registered with the SEC under the Central Index Key (CIK) number 0001867894. The firm has an Employer Identification Number (EIN) of 471599455 and is incorporated in Missouri. The company’s fiscal year ends on December 31.
Contact Information
WealthTrust operates from its business address at 4458 Legendary Dr., Suite 140, Destin, FL 32541. For inquiries, the company can be reached at the phone number 850-460-8444.
Document Access
Investors and stakeholders can access the complete submission text file and other related documents through the SEC's EDGAR database. The filing includes an information table that details the specific holdings of WealthTrust, although exact details were not disclosed in the summary.
Missing Information
The filing does not include specific details regarding the individual securities held by WealthTrust Asset Management as of the reporting date, nor does it provide insights into any changes in investment strategy or future outlook.