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Disclosery

Wambolt & Associates, LLC: META position timeline

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

Wambolt & Associates, LLC held 2,639 META 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 2,639 shares
    Change vs previous 13F -97 shares

    0.64% of the 13F portfolio, value $1,898,022.

    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 2,736 shares
    Change vs previous 13F +237 shares

    0.54% of the 13F portfolio, value $1,603,296.

    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 2,499 shares
    Change vs previous 13F -275 shares

    0.47% of the 13F portfolio, value $1,463,189.

    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 2,774 shares
    Change vs previous 13F -5 shares

    0.44% of the 13F portfolio, value $1,599,128.

    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 2,779 shares
    Change vs previous 13F +30 shares

    0.41% of the 13F portfolio, value $1,402,506.

    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 2,749 shares
    Change vs previous 13F +176 shares

    0.4% of the 13F portfolio, value $1,350,721.

    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 2,573 shares
    Change vs previous 13F -2,786 shares

    0.3% of the 13F portfolio, value $910,739.

    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 5,359 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $1,644,248.

    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).