Wambolt & Associates, LLC: DES position timeline

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

Wambolt & Associates, LLC held 0 DES shares at 2025-03-31 per its 13F-HR filed 2025-05-12.

the latest 13F is the newest step

period ended2025-03-31
13F 0 shares
Change vs previous 13F -6,592 shares
13F-HR 0001755723-25-000002 filed by Wambolt & Associates, LLC
Filed 2025-05-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
period ended2024-12-31
13F 6,592 shares
Change vs previous 13F -2,470 shares
0.07% of the 13F portfolio, value $226,445.
13F-HR 0001755723-25-000001 filed by Wambolt & Associates, LLC
Filed 2025-02-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 9,062 shares
Change vs previous 13F -1,292 shares
0.08% of the 13F portfolio, value $308,188.
13F-HR 0001755723-24-000001 filed by Wambolt & Associates, LLC
Filed 2024-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-06-30
13F 10,354 shares
Change vs previous 13F -3,414 shares
0.09% of the 13F portfolio, value $319,838.
13F-HR 0001085146-24-003550 filed by Wambolt & Associates, LLC
Filed 2024-08-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-03-31
13F 13,768 shares
Change vs previous 13F -10,911 shares
0.13% of the 13F portfolio, value $444,980.
13F-HR 0001085146-24-002145 filed by Wambolt & Associates, LLC
Filed 2024-04-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2023-12-31
13F 24,679 shares
Change vs previous 13F -7,996 shares
0.26% of the 13F portfolio, value $793,914.
13F-HR 0001085146-24-000826 filed by Wambolt & Associates, LLC
Filed 2024-02-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2023-09-30
13F 32,675 shares
Change vs previous 13F not available
0.33% of the 13F portfolio, value $907,720.
13F-HR 0001085146-23-004132 filed by Wambolt & Associates, LLC
Filed 2023-11-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC
Acceptance time not in the bulk data set (spec §4.2).