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Disclosery

Wambolt & Associates, LLC: MA position timeline

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

Wambolt & Associates, LLC held 8,580 MA 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 8,580 shares
    Change vs previous 13F -854 shares

    1.63% of the 13F portfolio, value $4,844,402.

    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 9,434 shares
    Change vs previous 13F -259 shares

    1.76% of the 13F portfolio, value $5,174,636.

    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 9,693 shares
    Change vs previous 13F -1,512 shares

    1.63% of the 13F portfolio, value $5,104,517.

    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 11,205 shares
    Change vs previous 13F +916 shares

    1.52% of the 13F portfolio, value $5,561,993.

    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 10,289 shares
    Change vs previous 13F +642 shares

    1.31% of the 13F portfolio, value $4,502,547.

    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 9,647 shares
    Change vs previous 13F +2,155 shares

    1.38% of the 13F portfolio, value $4,615,037.

    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 7,492 shares
    Change vs previous 13F +1,296 shares

    1.04% of the 13F portfolio, value $3,195,278.

    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 6,196 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $2,452,556.

    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).