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Disclosery

Wambolt & Associates, LLC: IRM position timeline

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

Wambolt & Associates, LLC held 3,509 IRM 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 3,509 shares
    Change vs previous 13F -541 shares

    0.12% of the 13F portfolio, value $350,677.

    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 4,050 shares
    Change vs previous 13F -249 shares

    0.12% of the 13F portfolio, value $351,944.

    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 4,299 shares
    Change vs previous 13F -1,667 shares

    0.14% of the 13F portfolio, value $451,888.

    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 5,966 shares
    Change vs previous 13F -3,449 shares

    0.19% of the 13F portfolio, value $705,387.

    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 9,415 shares
    Change vs previous 13F -1,680 shares

    0.25% of the 13F portfolio, value $844,465.

    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 11,095 shares
    Change vs previous 13F -10,137 shares

    0.26% of the 13F portfolio, value $882,472.

    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 21,232 shares
    Change vs previous 13F -5,980 shares

    0.49% of the 13F portfolio, value $1,485,781.

    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 27,212 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $1,596,551.

    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).