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Wambolt & Associates, LLC: FNDF position timeline

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

Wambolt & Associates, LLC held 52,894 FNDF 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 52,894 shares
    Change vs previous 13F -2,139 shares

    0.71% of the 13F portfolio, value $2,123,694.

    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 55,033 shares
    Change vs previous 13F -4,568 shares

    0.68% of the 13F portfolio, value $1,993,295.

    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 59,601 shares
    Change vs previous 13F -5,643 shares

    0.63% of the 13F portfolio, value $1,979,362.

    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 65,244 shares
    Change vs previous 13F -52,574 shares

    0.66% of the 13F portfolio, value $2,425,119.

    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 117,818 shares
    Change vs previous 13F +90,594 shares

    1.2% of the 13F portfolio, value $4,134,234.

    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 27,224 shares
    Change vs previous 13F +6,656 shares

    0.29% of the 13F portfolio, value $963,730.

    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 20,568 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $693,759.

    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).