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Disclosery

Wambolt & Associates, LLC: RY position timeline

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

Wambolt & Associates, LLC held 19,868 RY 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 19,868 shares
    Change vs previous 13F -1,581 shares

    0.88% of the 13F portfolio, value $2,627,769.

    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 21,449 shares
    Change vs previous 13F -475 shares

    0.83% of the 13F portfolio, value $2,437,657.

    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 21,924 shares
    Change vs previous 13F -2,336 shares

    0.85% of the 13F portfolio, value $2,642,129.

    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 24,260 shares
    Change vs previous 13F +27 shares

    0.82% of the 13F portfolio, value $3,003,465.

    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 24,233 shares
    Change vs previous 13F +411 shares

    0.75% of the 13F portfolio, value $2,568,256.

    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 23,822 shares
    Change vs previous 13F -1,016 shares

    0.71% of the 13F portfolio, value $2,389,371.

    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 24,838 shares
    Change vs previous 13F -70 shares

    0.82% of the 13F portfolio, value $2,511,912.

    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 24,908 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $2,112,233.

    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).