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Disclosery

Wambolt & Associates, LLC: APD position timeline

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

Wambolt & Associates, LLC held 964 APD 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 964 shares
    Change vs previous 13F -19 shares

    0.09% of the 13F portfolio, value $275,193.

    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 983 shares
    Change vs previous 13F -53 shares

    0.1% of the 13F portfolio, value $288,461.

    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 1,036 shares
    Change vs previous 13F -143 shares

    0.1% of the 13F portfolio, value $300,481.

    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 1,179 shares
    Change vs previous 13F -190 shares

    0.09% of the 13F portfolio, value $343,596.

    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 1,369 shares
    Change vs previous 13F -62 shares

    0.1% of the 13F portfolio, value $338,608.

    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 1,431 shares
    Change vs previous 13F -938 shares

    0.1% of the 13F portfolio, value $348,334.

    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 2,369 shares
    Change vs previous 13F -296 shares

    0.21% of the 13F portfolio, value $648,632.

    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 2,665 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $743,748.

    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).