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Disclosery

Wambolt & Associates, LLC: COST position timeline

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

Wambolt & Associates, LLC held 4,214 COST 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 4,214 shares
    Change vs previous 13F -289 shares

    1.4% of the 13F portfolio, value $4,155,658.

    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 4,503 shares
    Change vs previous 13F -403 shares

    1.46% of the 13F portfolio, value $4,297,435.

    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 4,906 shares
    Change vs previous 13F -1,301 shares

    1.44% of the 13F portfolio, value $4,495,844.

    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 6,207 shares
    Change vs previous 13F -60 shares

    1.49% of the 13F portfolio, value $5,445,971.

    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 6,267 shares
    Change vs previous 13F -35 shares

    1.54% of the 13F portfolio, value $5,300,204.

    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 6,302 shares
    Change vs previous 13F -217 shares

    1.36% of the 13F portfolio, value $4,545,435.

    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 6,519 shares
    Change vs previous 13F +480 shares

    1.41% of the 13F portfolio, value $4,302,748.

    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 6,039 shares
    Change vs previous 13F not available

    1.25% of the 13F portfolio, value $3,450,342.

    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).