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Disclosery

Wambolt & Associates, LLC: RSP position timeline

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

Wambolt & Associates, LLC held 5,130 RSP 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 5,130 shares
    Change vs previous 13F +1,336 shares

    0.32% of the 13F portfolio, value $943,308.

    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 3,794 shares
    Change vs previous 13F +31 shares

    0.22% of the 13F portfolio, value $657,969.

    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 3,763 shares
    Change vs previous 13F -197 shares

    0.21% of the 13F portfolio, value $659,443.

    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 3,960 shares
    Change vs previous 13F -841 shares

    0.19% of the 13F portfolio, value $705,765.

    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 4,801 shares
    Change vs previous 13F -249 shares

    0.23% of the 13F portfolio, value $782,322.

    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 5,050 shares
    Change vs previous 13F -2,491 shares

    0.25% of the 13F portfolio, value $850,249.

    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 7,541 shares
    Change vs previous 13F -6,293 shares

    0.39% of the 13F portfolio, value $1,190,041.

    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 13,834 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $1,938,049.

    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).