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Disclosery

Wambolt & Associates, LLC: IX position timeline

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

Wambolt & Associates, LLC held 97,031 IX 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 97,031 shares
    Change vs previous 13F -9,321 shares

    0.74% of the 13F portfolio, value $2,208,435.

    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 106,352 shares
    Change vs previous 13F +85,610 shares

    0.75% of the 13F portfolio, value $2,215,303.

    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 20,742 shares
    Change vs previous 13F -818 shares

    0.71% of the 13F portfolio, value $2,203,480.

    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 21,560 shares
    Change vs previous 13F +1,087 shares

    0.69% of the 13F portfolio, value $2,514,429.

    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 20,473 shares
    Change vs previous 13F +673 shares

    0.66% of the 13F portfolio, value $2,270,663.

    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 19,800 shares
    Change vs previous 13F -979 shares

    0.62% of the 13F portfolio, value $2,077,643.

    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 20,779 shares
    Change vs previous 13F +56 shares

    0.63% of the 13F portfolio, value $1,940,577.

    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 20,723 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $1,913,106.

    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).