Wambolt & Associates, LLC: MAIN position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wambolt & Associates, LLC on MAIN, newest first. How the timeline and the estimate are built.
Wambolt & Associates, LLC held 67,151 MAIN shares at 2025-06-30 per its 13F-HR filed 2025-08-13.
the latest 13F is the newest step
- period ended2025-06-3013F 67,151 sharesChange vs previous 13F -7,524 shares
1.34% of the 13F portfolio, value $3,980,714.
13F-HR 0001755723-25-000003 filed by Wambolt & Associates, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 74,675 sharesChange vs previous 13F -530 shares
1.46% of the 13F portfolio, value $4,310,264.
13F-HR 0001755723-25-000002 filed by Wambolt & Associates, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 75,205 sharesChange vs previous 13F -9,656 shares
1.41% of the 13F portfolio, value $4,405,543.
13F-HR 0001755723-25-000001 filed by Wambolt & Associates, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 84,861 sharesChange vs previous 13F +3,058 shares
1.16% of the 13F portfolio, value $4,249,035.
13F-HR 0001755723-24-000001 filed by Wambolt & Associates, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 81,803 sharesChange vs previous 13F +2,411 shares
1.2% of the 13F portfolio, value $4,131,036.
13F-HR 0001085146-24-003550 filed by Wambolt & Associates, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-03-3113F 79,392 sharesChange vs previous 13F +11,889 shares
1.11% of the 13F portfolio, value $3,725,069.
13F-HR 0001085146-24-002145 filed by Wambolt & Associates, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-12-3113F 67,503 sharesChange vs previous 13F +11,211 shares
0.95% of the 13F portfolio, value $2,918,163.
13F-HR 0001085146-24-000826 filed by Wambolt & Associates, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-09-3013F 56,292 sharesChange vs previous 13F not available
0.82% of the 13F portfolio, value $2,265,171.
13F-HR 0001085146-23-004132 filed by Wambolt & Associates, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).