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Disclosery

Wambolt & Associates, LLC: HD position timeline

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

Wambolt & Associates, LLC held 2,610 HD 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 2,610 shares
    Change vs previous 13F -270 shares

    0.33% of the 13F portfolio, value $974,262.

    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 2,880 shares
    Change vs previous 13F +191 shares

    0.36% of the 13F portfolio, value $1,052,681.

    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 2,689 shares
    Change vs previous 13F -746 shares

    0.33% of the 13F portfolio, value $1,046,072.

    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 3,435 shares
    Change vs previous 13F +436 shares

    0.38% of the 13F portfolio, value $1,404,898.

    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 2,999 shares
    Change vs previous 13F -83 shares

    0.29% of the 13F portfolio, value $1,008,072.

    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 3,082 shares
    Change vs previous 13F -718 shares

    0.34% of the 13F portfolio, value $1,134,312.

    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 3,800 shares
    Change vs previous 13F -172 shares

    0.43% of the 13F portfolio, value $1,317,045.

    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 3,972 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $1,190,785.

    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).