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Disclosery

Wambolt & Associates, LLC: SPDW position timeline

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

Wambolt & Associates, LLC held 0 SPDW shares at 2024-03-31 per its 13F-HR filed 2024-04-30.

the latest 13F is the newest step

  1. period ended2024-03-31
    13F 0 shares
    Change vs previous 13F -8,457 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2023-12-31
    13F 8,457 shares
    Change vs previous 13F -11,590 shares

    0.09% of the 13F portfolio, value $287,639.

    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).

  3. period ended2023-09-30
    13F 20,047 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $612,047.

    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).