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Disclosery

Wambolt & Associates, LLC: ICF position timeline

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

Wambolt & Associates, LLC held 7,433 ICF 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 7,433 shares
    Change vs previous 13F -3,437 shares

    0.15% of the 13F portfolio, value $457,452.

    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 10,870 shares
    Change vs previous 13F +4 shares

    0.23% of the 13F portfolio, value $670,240.

    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 10,866 shares
    Change vs previous 13F -164 shares

    0.21% of the 13F portfolio, value $654,798.

    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 11,030 shares
    Change vs previous 13F -1,467 shares

    0.2% of the 13F portfolio, value $722,550.

    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 12,497 shares
    Change vs previous 13F -557 shares

    0.21% of the 13F portfolio, value $709,439.

    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 13,054 shares
    Change vs previous 13F -2,247 shares

    0.22% of the 13F portfolio, value $739,750.

    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 15,301 shares
    Change vs previous 13F -4,654 shares

    0.29% of the 13F portfolio, value $898,613.

    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 19,955 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $982,967.

    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).