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Disclosery

Wambolt & Associates, LLC: SLYV position timeline

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

Wambolt & Associates, LLC held 3,203 SLYV 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 3,203 shares
    Change vs previous 13F -523 shares

    0.09% of the 13F portfolio, value $262,005.

    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 3,726 shares
    Change vs previous 13F -9 shares

    0.1% of the 13F portfolio, value $292,081.

    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 3,735 shares
    Change vs previous 13F -190 shares

    0.1% of the 13F portfolio, value $325,879.

    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 3,925 shares
    Change vs previous 13F -1,548 shares

    0.09% of the 13F portfolio, value $335,643.

    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 5,473 shares
    Change vs previous 13F -328 shares

    0.12% of the 13F portfolio, value $424,332.

    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 5,801 shares
    Change vs previous 13F -5,069 shares

    0.14% of the 13F portfolio, value $474,637.

    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 10,870 shares
    Change vs previous 13F -5,295 shares

    0.3% of the 13F portfolio, value $905,576.

    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 16,165 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $1,153,822.

    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).