Skip to content
Disclosery

Wambolt & Associates, LLC: BIZD position timeline

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

Wambolt & Associates, LLC held 32,667 BIZD 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 32,667 shares
    Change vs previous 13F -568 shares

    0.17% of the 13F portfolio, value $520,059.

    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 33,235 shares
    Change vs previous 13F -1,591 shares

    0.19% of the 13F portfolio, value $548,710.

    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 34,826 shares
    Change vs previous 13F -1,531 shares

    0.19% of the 13F portfolio, value $579,156.

    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 36,357 shares
    Change vs previous 13F +3,000 shares

    0.16% of the 13F portfolio, value $580,985.

    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 33,357 shares
    Change vs previous 13F +1,928 shares

    0.16% of the 13F portfolio, value $554,393.

    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 31,429 shares
    Change vs previous 13F -239 shares

    0.15% of the 13F portfolio, value $511,036.

    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 31,668 shares
    Change vs previous 13F +3,114 shares

    0.17% of the 13F portfolio, value $507,955.

    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 28,554 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $436,876.

    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).