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Disclosery

Wambolt & Associates, LLC: INDA position timeline

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

Wambolt & Associates, LLC held 4,153 INDA 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 4,153 shares
    Change vs previous 13F -921 shares

    0.08% of the 13F portfolio, value $231,938.

    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 5,074 shares
    Change vs previous 13F -391 shares

    0.09% of the 13F portfolio, value $259,016.

    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 5,465 shares
    Change vs previous 13F -379 shares

    0.09% of the 13F portfolio, value $287,718.

    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 5,844 shares
    Change vs previous 13F -1,397 shares

    0.09% of the 13F portfolio, value $339,999.

    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 7,241 shares
    Change vs previous 13F -1,607 shares

    0.12% of the 13F portfolio, value $406,795.

    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 8,848 shares
    Change vs previous 13F -11,043 shares

    0.14% of the 13F portfolio, value $455,579.

    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 19,891 shares
    Change vs previous 13F -13,963 shares

    0.32% of the 13F portfolio, value $970,876.

    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 33,854 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $1,496,687.

    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).