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Disclosery

Wambolt & Associates, LLC: BLK position timeline

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

Wambolt & Associates, LLC held 470 BLK 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 470 shares
    Change vs previous 13F +31 shares

    0.17% of the 13F portfolio, value $495,507.

    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 439 shares
    Change vs previous 13F -60 shares

    0.14% of the 13F portfolio, value $414,642.

    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 499 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $511,737.

    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).