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Wambolt & Associates, LLC: ARCC position timeline

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

Wambolt & Associates, LLC held 201,706 ARCC 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 201,706 shares
    Change vs previous 13F -13,539 shares

    1.5% of the 13F portfolio, value $4,447,635.

    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 215,245 shares
    Change vs previous 13F -1,294 shares

    1.63% of the 13F portfolio, value $4,797,817.

    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 216,539 shares
    Change vs previous 13F -28,739 shares

    1.52% of the 13F portfolio, value $4,740,052.

    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 245,278 shares
    Change vs previous 13F +12,809 shares

    1.39% of the 13F portfolio, value $5,087,247.

    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 232,469 shares
    Change vs previous 13F +7,445 shares

    1.4% of the 13F portfolio, value $4,814,426.

    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 225,024 shares
    Change vs previous 13F +28,194 shares

    1.37% of the 13F portfolio, value $4,588,242.

    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 196,830 shares
    Change vs previous 13F +19,545 shares

    1.29% of the 13F portfolio, value $3,942,503.

    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 177,285 shares
    Change vs previous 13F not available

    1.23% of the 13F portfolio, value $3,398,557.

    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).