Wambolt & Associates, LLC: STLD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wambolt & Associates, LLC on STLD, newest first. How the timeline and the estimate are built.
Wambolt & Associates, LLC held 17,057 STLD shares at 2025-06-30 per its 13F-HR filed 2025-08-13.
the latest 13F is the newest step
- period ended2025-06-3013F 17,057 sharesChange vs previous 13F -1,576 shares
0.75% of the 13F portfolio, value $2,220,083.
13F-HR 0001755723-25-000003 filed by Wambolt & Associates, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 18,633 sharesChange vs previous 13F -66 shares
0.78% of the 13F portfolio, value $2,310,466.
13F-HR 0001755723-25-000002 filed by Wambolt & Associates, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 18,699 sharesChange vs previous 13F -2,807 shares
0.68% of the 13F portfolio, value $2,133,042.
13F-HR 0001755723-25-000001 filed by Wambolt & Associates, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 21,506 sharesChange vs previous 13F +2,273 shares
0.76% of the 13F portfolio, value $2,779,259.
13F-HR 0001755723-24-000001 filed by Wambolt & Associates, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 19,233 sharesChange vs previous 13F +1,583 shares
0.72% of the 13F portfolio, value $2,483,962.
13F-HR 0001085146-24-003550 filed by Wambolt & Associates, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-03-3113F 17,650 sharesChange vs previous 13F +3,655 shares
0.79% of the 13F portfolio, value $2,634,451.
13F-HR 0001085146-24-002145 filed by Wambolt & Associates, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-12-3113F 13,995 sharesChange vs previous 13F +2,577 shares
0.54% of the 13F portfolio, value $1,652,810.
13F-HR 0001085146-24-000826 filed by Wambolt & Associates, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-09-3013F 11,418 sharesChange vs previous 13F not available
0.44% of the 13F portfolio, value $1,213,848.
13F-HR 0001085146-23-004132 filed by Wambolt & Associates, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).