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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

  1. period ended2025-06-30
    13F 67,151 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-03-31
    13F 74,675 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-12-31
    13F 75,205 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-09-30
    13F 84,861 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-06-30
    13F 81,803 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-03-31
    13F 79,392 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-12-31
    13F 67,503 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-09-30
    13F 56,292 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).