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Disclosery

Wambolt & Associates, LLC: CWI position timeline

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

Wambolt & Associates, LLC held 11,516 CWI 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 11,516 shares
    Change vs previous 13F -243 shares

    0.13% of the 13F portfolio, value $375,306.

    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 11,759 shares
    Change vs previous 13F -417 shares

    0.12% of the 13F portfolio, value $348,654.

    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 12,176 shares
    Change vs previous 13F -427 shares

    0.11% of the 13F portfolio, value $340,197.

    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 12,603 shares
    Change vs previous 13F -5,920 shares

    0.1% of the 13F portfolio, value $382,375.

    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 18,523 shares
    Change vs previous 13F -4,261 shares

    0.15% of the 13F portfolio, value $525,127.

    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 22,784 shares
    Change vs previous 13F -14,882 shares

    0.19% of the 13F portfolio, value $645,015.

    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 37,666 shares
    Change vs previous 13F -15,088 shares

    0.33% of the 13F portfolio, value $1,018,480.

    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 52,754 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $1,295,630.

    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).