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Disclosery

Wambolt & Associates, LLC: SPY position timeline

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

Wambolt & Associates, LLC held 2,963 SPY 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 2,963 shares
    Change vs previous 13F +21 shares

    0.62% of the 13F portfolio, value $1,830,097.

    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 2,942 shares
    Change vs previous 13F -260 shares

    0.56% of the 13F portfolio, value $1,650,374.

    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 3,202 shares
    Change vs previous 13F -73 shares

    0.6% of the 13F portfolio, value $1,876,628.

    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 3,275 shares
    Change vs previous 13F +116 shares

    0.51% of the 13F portfolio, value $1,862,231.

    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 3,159 shares
    Change vs previous 13F -5 shares

    0.5% of the 13F portfolio, value $1,722,729.

    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 3,164 shares
    Change vs previous 13F -138 shares

    0.49% of the 13F portfolio, value $1,652,114.

    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 3,302 shares
    Change vs previous 13F -263 shares

    0.51% of the 13F portfolio, value $1,569,474.

    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 3,565 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $1,523,399.

    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).