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Disclosery

Wambolt & Associates, LLC: EVR position timeline

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

Wambolt & Associates, LLC held 5,603 EVR 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 5,603 shares
    Change vs previous 13F -500 shares

    0.52% of the 13F portfolio, value $1,549,255.

    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 6,103 shares
    Change vs previous 13F -138 shares

    0.42% of the 13F portfolio, value $1,223,226.

    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 6,241 shares
    Change vs previous 13F -1,513 shares

    0.55% of the 13F portfolio, value $1,729,978.

    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 7,754 shares
    Change vs previous 13F +20 shares

    0.53% of the 13F portfolio, value $1,946,320.

    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 7,734 shares
    Change vs previous 13F +308 shares

    0.47% of the 13F portfolio, value $1,632,483.

    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 7,426 shares
    Change vs previous 13F +1,313 shares

    0.42% of the 13F portfolio, value $1,405,428.

    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 6,113 shares
    Change vs previous 13F +588 shares

    0.34% of the 13F portfolio, value $1,045,557.

    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 5,525 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $741,736.

    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).