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Disclosery

Wambolt & Associates, LLC: MFC position timeline

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

Wambolt & Associates, LLC held 86,472 MFC 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 86,472 shares
    Change vs previous 13F -7,012 shares

    0.93% of the 13F portfolio, value $2,767,127.

    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 93,484 shares
    Change vs previous 13F +2,026 shares

    1.01% of the 13F portfolio, value $2,969,051.

    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 91,458 shares
    Change vs previous 13F -8,933 shares

    0.9% of the 13F portfolio, value $2,808,692.

    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 100,391 shares
    Change vs previous 13F +7,520 shares

    0.81% of the 13F portfolio, value $2,963,574.

    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 92,871 shares
    Change vs previous 13F +2,003 shares

    0.71% of the 13F portfolio, value $2,442,494.

    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 90,868 shares
    Change vs previous 13F +12,363 shares

    0.67% of the 13F portfolio, value $2,235,343.

    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 78,505 shares
    Change vs previous 13F +15,333 shares

    0.57% of the 13F portfolio, value $1,734,957.

    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 63,172 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $1,130,149.

    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).