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Disclosery

Wambolt & Associates, LLC: IDOG position timeline

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

Wambolt & Associates, LLC held 8,350 IDOG 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 8,350 shares
    Change vs previous 13F -59 shares

    0.1% of the 13F portfolio, value $283,733.

    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 8,409 shares
    Change vs previous 13F -432 shares

    0.09% of the 13F portfolio, value $267,743.

    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 8,841 shares
    Change vs previous 13F -598 shares

    0.08% of the 13F portfolio, value $255,328.

    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 9,439 shares
    Change vs previous 13F -4,762 shares

    0.08% of the 13F portfolio, value $299,718.

    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 14,201 shares
    Change vs previous 13F -8,653 shares

    0.12% of the 13F portfolio, value $425,118.

    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 22,854 shares
    Change vs previous 13F -16,472 shares

    0.2% of the 13F portfolio, value $677,393.

    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 39,326 shares
    Change vs previous 13F -27,290 shares

    0.38% of the 13F portfolio, value $1,174,730.

    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 66,616 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $1,788,843.

    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).