Wambolt & Associates, LLC: SBUX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wambolt & Associates, LLC on SBUX, newest first. How the timeline and the estimate are built.
Wambolt & Associates, LLC held 2,590 SBUX shares at 2025-06-30 per its 13F-HR filed 2025-08-13.
the latest 13F is the newest step
- period ended2025-06-3013F 2,590 sharesChange vs previous 13F -2 shares
0.08% of the 13F portfolio, value $245,843.
13F-HR 0001755723-25-000003 filed by Wambolt & Associates, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 2,592 sharesChange vs previous 13F -114 shares
0.09% of the 13F portfolio, value $254,612.
13F-HR 0001755723-25-000002 filed by Wambolt & Associates, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 2,706 sharesChange vs previous 13F -66 shares
0.08% of the 13F portfolio, value $246,923.
13F-HR 0001755723-25-000001 filed by Wambolt & Associates, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 2,772 sharesChange vs previous 13F -398 shares
0.07% of the 13F portfolio, value $270,076.
13F-HR 0001755723-24-000001 filed by Wambolt & Associates, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 3,170 sharesChange vs previous 13F -229 shares
0.07% of the 13F portfolio, value $244,502.
13F-HR 0001085146-24-003550 filed by Wambolt & Associates, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-03-3113F 3,399 sharesChange vs previous 13F -50 shares
0.09% of the 13F portfolio, value $311,110.
13F-HR 0001085146-24-002145 filed by Wambolt & Associates, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-12-3113F 3,449 sharesChange vs previous 13F -225 shares
0.11% of the 13F portfolio, value $331,138.
13F-HR 0001085146-24-000826 filed by Wambolt & Associates, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-09-3013F 3,674 sharesChange vs previous 13F not available
0.12% of the 13F portfolio, value $334,812.
13F-HR 0001085146-23-004132 filed by Wambolt & Associates, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).