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Disclosery

Wambolt & Associates, LLC: AVB position timeline

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

Wambolt & Associates, LLC held 5,704 AVB 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 5,704 shares
    Change vs previous 13F -451 shares

    0.39% of the 13F portfolio, value $1,159,610.

    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 6,155 shares
    Change vs previous 13F -42 shares

    0.45% of the 13F portfolio, value $1,320,300.

    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 6,197 shares
    Change vs previous 13F -850 shares

    0.44% of the 13F portfolio, value $1,363,260.

    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 7,047 shares
    Change vs previous 13F +511 shares

    0.43% of the 13F portfolio, value $1,565,829.

    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 6,536 shares
    Change vs previous 13F +742 shares

    0.39% of the 13F portfolio, value $1,335,454.

    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 5,794 shares
    Change vs previous 13F +2,397 shares

    0.31% of the 13F portfolio, value $1,050,576.

    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 3,397 shares
    Change vs previous 13F +798 shares

    0.21% of the 13F portfolio, value $635,986.

    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 2,599 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $436,866.

    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).