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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

  1. period ended2025-06-30
    13F 17,057 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-03-31
    13F 18,633 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-12-31
    13F 18,699 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-09-30
    13F 21,506 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-06-30
    13F 19,233 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-03-31
    13F 17,650 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-12-31
    13F 13,995 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-09-30
    13F 11,418 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).