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Disclosery

Wambolt & Associates, LLC: SLYG position timeline

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

Wambolt & Associates, LLC held 2,438 SLYG 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 2,438 shares
    Change vs previous 13F -594 shares

    0.07% of the 13F portfolio, value $217,640.

    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 3,032 shares
    Change vs previous 13F -327 shares

    0.09% of the 13F portfolio, value $252,262.

    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 3,359 shares
    Change vs previous 13F -283 shares

    0.1% of the 13F portfolio, value $303,486.

    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 3,642 shares
    Change vs previous 13F -455 shares

    0.09% of the 13F portfolio, value $335,537.

    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 4,097 shares
    Change vs previous 13F -476 shares

    0.1% of the 13F portfolio, value $349,187.

    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 4,573 shares
    Change vs previous 13F -3,726 shares

    0.12% of the 13F portfolio, value $396,479.

    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 8,299 shares
    Change vs previous 13F -3,095 shares

    0.23% of the 13F portfolio, value $694,069.

    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 11,394 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $826,426.

    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).