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Disclosery

Wambolt & Associates, LLC: SPLV position timeline

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

Wambolt & Associates, LLC held 3,907 SPLV 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 3,907 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $286,539.

    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 3,907 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $291,892.

    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 3,907 shares
    Change vs previous 13F -434 shares

    0.09% of the 13F portfolio, value $273,490.

    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 4,341 shares
    Change vs previous 13F -1,569 shares

    0.09% of the 13F portfolio, value $311,597.

    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 5,910 shares
    Change vs previous 13F -2,251 shares

    0.11% of the 13F portfolio, value $381,609.

    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 8,161 shares
    Change vs previous 13F -4,091 shares

    0.16% of the 13F portfolio, value $534,382.

    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 12,252 shares
    Change vs previous 13F -5,650 shares

    0.25% of the 13F portfolio, value $767,710.

    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 17,902 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $1,039,032.

    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).