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Disclosery

Wambolt & Associates, LLC: SPYV position timeline

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

Wambolt & Associates, LLC held 49,619 SPYV 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 49,619 shares
    Change vs previous 13F -1,224 shares

    0.88% of the 13F portfolio, value $2,623,357.

    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 50,843 shares
    Change vs previous 13F -2,730 shares

    0.88% of the 13F portfolio, value $2,595,535.

    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 53,573 shares
    Change vs previous 13F -3,050 shares

    0.88% of the 13F portfolio, value $2,739,723.

    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 56,623 shares
    Change vs previous 13F +2,818 shares

    0.82% of the 13F portfolio, value $2,984,598.

    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 53,805 shares
    Change vs previous 13F +2,779 shares

    0.76% of the 13F portfolio, value $2,610,081.

    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 51,026 shares
    Change vs previous 13F +4,669 shares

    0.76% of the 13F portfolio, value $2,540,585.

    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 46,357 shares
    Change vs previous 13F +15,530 shares

    0.71% of the 13F portfolio, value $2,161,642.

    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 30,827 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $1,264,832.

    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).