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Disclosery

Wambolt & Associates, LLC: IGIB position timeline

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

Wambolt & Associates, LLC held 18,811 IGIB 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 18,811 shares
    Change vs previous 13F -1,313 shares

    0.34% of the 13F portfolio, value $998,300.

    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 20,124 shares
    Change vs previous 13F -736 shares

    0.36% of the 13F portfolio, value $1,055,101.

    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 20,860 shares
    Change vs previous 13F -596 shares

    0.34% of the 13F portfolio, value $1,074,499.

    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 21,456 shares
    Change vs previous 13F +1,800 shares

    0.32% of the 13F portfolio, value $1,153,045.

    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 19,656 shares
    Change vs previous 13F +1,910 shares

    0.29% of the 13F portfolio, value $999,508.

    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 17,746 shares
    Change vs previous 13F +5,482 shares

    0.27% of the 13F portfolio, value $906,111.

    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 12,264 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $637,728.

    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).