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Disclosery

Wambolt & Associates, LLC: BX position timeline

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

Wambolt & Associates, LLC held 23,290 BX 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 23,290 shares
    Change vs previous 13F -1,571 shares

    1.2% of the 13F portfolio, value $3,558,033.

    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 24,861 shares
    Change vs previous 13F +449 shares

    1.21% of the 13F portfolio, value $3,550,171.

    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 24,412 shares
    Change vs previous 13F -5,808 shares

    1.35% of the 13F portfolio, value $4,209,275.

    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 30,220 shares
    Change vs previous 13F +2,321 shares

    1.25% of the 13F portfolio, value $4,589,039.

    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 27,899 shares
    Change vs previous 13F +2,476 shares

    0.99% of the 13F portfolio, value $3,410,130.

    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 25,423 shares
    Change vs previous 13F +8,290 shares

    1% of the 13F portfolio, value $3,331,230.

    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 17,133 shares
    Change vs previous 13F +3,775 shares

    0.73% of the 13F portfolio, value $2,243,113.

    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 13,358 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $1,431,390.

    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).