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Wambolt & Associates, LLC: CBOE position timeline

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

Wambolt & Associates, LLC held 7,387 CBOE 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 7,387 shares
    Change vs previous 13F -527 shares

    0.58% of the 13F portfolio, value $1,713,796.

    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 7,914 shares
    Change vs previous 13F -191 shares

    0.6% of the 13F portfolio, value $1,780,936.

    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 8,105 shares
    Change vs previous 13F -1,524 shares

    0.51% of the 13F portfolio, value $1,583,815.

    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 9,629 shares
    Change vs previous 13F +89 shares

    0.55% of the 13F portfolio, value $2,021,430.

    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 9,540 shares
    Change vs previous 13F +519 shares

    0.48% of the 13F portfolio, value $1,640,190.

    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 9,021 shares
    Change vs previous 13F +807 shares

    0.49% of the 13F portfolio, value $1,640,607.

    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 8,214 shares
    Change vs previous 13F +2,785 shares

    0.48% of the 13F portfolio, value $1,466,739.

    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 5,429 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $851,267.

    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).