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Disclosery

Wambolt & Associates, LLC: DGX position timeline

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

Wambolt & Associates, LLC held 8,069 DGX 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 8,069 shares
    Change vs previous 13F -451 shares

    0.49% of the 13F portfolio, value $1,447,111.

    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 8,520 shares
    Change vs previous 13F -170 shares

    0.49% of the 13F portfolio, value $1,442,246.

    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 8,690 shares
    Change vs previous 13F -1,577 shares

    0.42% of the 13F portfolio, value $1,310,994.

    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 10,267 shares
    Change vs previous 13F -424 shares

    0.43% of the 13F portfolio, value $1,580,577.

    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 10,691 shares
    Change vs previous 13F +460 shares

    0.43% of the 13F portfolio, value $1,465,697.

    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 10,231 shares
    Change vs previous 13F -86 shares

    0.41% of the 13F portfolio, value $1,378,863.

    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 10,317 shares
    Change vs previous 13F -44 shares

    0.47% of the 13F portfolio, value $1,422,439.

    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 10,361 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $1,252,716.

    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).