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Wambolt & Associates, LLC: QQQE position timeline

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

Wambolt & Associates, LLC held 22,471 QQQE 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 22,471 shares
    Change vs previous 13F -427 shares

    0.74% of the 13F portfolio, value $2,210,023.

    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 22,898 shares
    Change vs previous 13F -918 shares

    0.68% of the 13F portfolio, value $2,006,781.

    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 23,816 shares
    Change vs previous 13F -2,774 shares

    0.68% of the 13F portfolio, value $2,138,016.

    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 26,590 shares
    Change vs previous 13F -791 shares

    0.65% of the 13F portfolio, value $2,372,468.

    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 27,381 shares
    Change vs previous 13F -131 shares

    0.7% of the 13F portfolio, value $2,422,386.

    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 27,512 shares
    Change vs previous 13F -4,385 shares

    0.73% of the 13F portfolio, value $2,448,557.

    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 31,897 shares
    Change vs previous 13F -3,005 shares

    0.88% of the 13F portfolio, value $2,699,765.

    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 34,902 shares
    Change vs previous 13F not available

    0.95% of the 13F portfolio, value $2,605,088.

    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).