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Disclosery

Wambolt & Associates, LLC: ACN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wambolt & Associates, LLC on ACN, newest first. How the timeline and the estimate are built.

Wambolt & Associates, LLC held 1,013 ACN shares at 2025-06-30 per its 13F-HR filed 2025-08-13.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 1,013 shares
    Change vs previous 13F -90 shares

    0.1% of the 13F portfolio, value $306,692.

    13F-HR 0001755723-25-000003 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-03-31
    13F 1,103 shares
    Change vs previous 13F -370 shares

    0.12% of the 13F portfolio, value $345,810.

    13F-HR 0001755723-25-000002 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-12-31
    13F 1,473 shares
    Change vs previous 13F -175 shares

    0.17% of the 13F portfolio, value $518,461.

    13F-HR 0001755723-25-000001 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-09-30
    13F 1,648 shares
    Change vs previous 13F -519 shares

    0.16% of the 13F portfolio, value $580,015.

    13F-HR 0001755723-24-000001 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-06-30
    13F 2,167 shares
    Change vs previous 13F -208 shares

    0.19% of the 13F portfolio, value $655,559.

    13F-HR 0001085146-24-003550 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-03-31
    13F 2,375 shares
    Change vs previous 13F -1,541 shares

    0.24% of the 13F portfolio, value $805,442.

    13F-HR 0001085146-24-002145 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-12-31
    13F 3,916 shares
    Change vs previous 13F -925 shares

    0.45% of the 13F portfolio, value $1,374,253.

    13F-HR 0001085146-24-000826 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-09-30
    13F 4,841 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $1,492,294.

    13F-HR 0001085146-23-004132 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).