Wambolt & Associates, LLC: SAN position timeline

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

Wambolt & Associates, LLC held 0 SAN shares at 2024-06-30 per its 13F-HR filed 2024-08-08.

the latest 13F is the newest step

period ended2024-06-30
13F 0 shares
Change vs previous 13F -13,329 shares
13F-HR 0001085146-24-003550 filed by Wambolt & Associates, LLC
Filed 2024-08-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
period ended2024-03-31
13F 13,329 shares
Change vs previous 13F -4,105 shares
0.02% of the 13F portfolio, value $63,979.
13F-HR 0001085146-24-002145 filed by Wambolt & Associates, LLC
Filed 2024-04-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2023-12-31
13F 17,434 shares
Change vs previous 13F 0 shares
0.02% of the 13F portfolio, value $72,177.
13F-HR 0001085146-24-000826 filed by Wambolt & Associates, LLC
Filed 2024-02-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2023-09-30
13F 17,434 shares
Change vs previous 13F not available
0.02% of the 13F portfolio, value $64,331.
13F-HR 0001085146-23-004132 filed by Wambolt & Associates, LLC
Filed 2023-11-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC
Acceptance time not in the bulk data set (spec §4.2).