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Disclosery

Wambolt & Associates, LLC: PPA position timeline

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

Wambolt & Associates, LLC held 13,546 PPA 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 13,546 shares
    Change vs previous 13F -900 shares

    0.64% of the 13F portfolio, value $1,894,054.

    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 14,446 shares
    Change vs previous 13F -326 shares

    0.58% of the 13F portfolio, value $1,694,554.

    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 14,772 shares
    Change vs previous 13F -2,397 shares

    0.54% of the 13F portfolio, value $1,694,826.

    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 17,169 shares
    Change vs previous 13F +702 shares

    0.54% of the 13F portfolio, value $1,990,007.

    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 16,467 shares
    Change vs previous 13F +836 shares

    0.49% of the 13F portfolio, value $1,680,477.

    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 15,631 shares
    Change vs previous 13F +3,746 shares

    0.47% of the 13F portfolio, value $1,572,490.

    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 11,885 shares
    Change vs previous 13F +3,833 shares

    0.36% of the 13F portfolio, value $1,095,332.

    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 8,052 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $637,722.

    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).