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Disclosery

Wambolt & Associates, LLC: CRM position timeline

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

Wambolt & Associates, LLC held 987 CRM 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 987 shares
    Change vs previous 13F +15 shares

    0.09% of the 13F portfolio, value $268,375.

    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 972 shares
    Change vs previous 13F -55 shares

    0.09% of the 13F portfolio, value $262,634.

    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 1,027 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $343,357.

    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 1,027 shares
    Change vs previous 13F -2 shares

    0.08% of the 13F portfolio, value $278,183.

    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 1,029 shares
    Change vs previous 13F -218 shares

    0.08% of the 13F portfolio, value $263,640.

    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 1,247 shares
    Change vs previous 13F -900,023 shares

    0.11% of the 13F portfolio, value $376,918.

    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 901,270 shares
    Change vs previous 13F +22 shares

    0.4% of the 13F portfolio, value $1,234,188.

    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 901,248 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $1,154,230.

    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).