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Disclosery

Wambolt & Associates, LLC: IVV position timeline

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

Wambolt & Associates, LLC held 1,328 IVV 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 1,328 shares
    Change vs previous 13F +706 shares

    0.28% of the 13F portfolio, value $824,791.

    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 622 shares
    Change vs previous 13F -63 shares

    0.12% of the 13F portfolio, value $350,914.

    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 685 shares
    Change vs previous 13F -236 shares

    0.13% of the 13F portfolio, value $403,832.

    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 921 shares
    Change vs previous 13F +63 shares

    0.14% of the 13F portfolio, value $526,097.

    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 858 shares
    Change vs previous 13F -7 shares

    0.14% of the 13F portfolio, value $470,655.

    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 865 shares
    Change vs previous 13F -124 shares

    0.14% of the 13F portfolio, value $453,919.

    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 989 shares
    Change vs previous 13F +55 shares

    0.15% of the 13F portfolio, value $472,160.

    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 934 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $401,014.

    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).