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Disclosery

Wambolt & Associates, LLC: EMR position timeline

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

Wambolt & Associates, LLC held 3,167 EMR 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 3,167 shares
    Change vs previous 13F -159 shares

    0.14% of the 13F portfolio, value $429,160.

    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 3,326 shares
    Change vs previous 13F +2 shares

    0.12% of the 13F portfolio, value $365,860.

    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 3,324 shares
    Change vs previous 13F -87 shares

    0.13% of the 13F portfolio, value $411,943.

    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 3,411 shares
    Change vs previous 13F -1,008 shares

    0.1% of the 13F portfolio, value $372,709.

    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 4,419 shares
    Change vs previous 13F -181 shares

    0.14% of the 13F portfolio, value $477,473.

    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 4,600 shares
    Change vs previous 13F -2,758 shares

    0.16% of the 13F portfolio, value $522,284.

    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 7,358 shares
    Change vs previous 13F -1,301 shares

    0.23% of the 13F portfolio, value $716,154.

    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 8,659 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $828,753.

    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).