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Disclosery

Wambolt & Associates, LLC: SPYG position timeline

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

Wambolt & Associates, LLC held 48,284 SPYG 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 48,284 shares
    Change vs previous 13F -918 shares

    1.53% of the 13F portfolio, value $4,554,671.

    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 49,202 shares
    Change vs previous 13F -1,309 shares

    1.35% of the 13F portfolio, value $3,982,912.

    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 50,511 shares
    Change vs previous 13F -4,078 shares

    1.42% of the 13F portfolio, value $4,439,997.

    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 54,589 shares
    Change vs previous 13F +2,243 shares

    1.22% of the 13F portfolio, value $4,462,115.

    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 52,346 shares
    Change vs previous 13F +810 shares

    1.23% of the 13F portfolio, value $4,224,880.

    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 51,536 shares
    Change vs previous 13F +4,202 shares

    1.13% of the 13F portfolio, value $3,776,036.

    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 47,334 shares
    Change vs previous 13F +9,620 shares

    1.01% of the 13F portfolio, value $3,079,571.

    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 37,714 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $2,246,239.

    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).