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Disclosery

Wambolt & Associates, LLC: TSLA position timeline

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

Wambolt & Associates, LLC held 3,119 TSLA 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 3,119 shares
    Change vs previous 13F +31 shares

    0.32% of the 13F portfolio, value $937,914.

    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 3,088 shares
    Change vs previous 13F +316 shares

    0.28% of the 13F portfolio, value $829,004.

    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 2,772 shares
    Change vs previous 13F +172 shares

    0.36% of the 13F portfolio, value $1,119,444.

    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 2,600 shares
    Change vs previous 13F -1,028 shares

    0.18% of the 13F portfolio, value $670,852.

    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 3,628 shares
    Change vs previous 13F -144 shares

    0.22% of the 13F portfolio, value $761,372.

    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 3,772 shares
    Change vs previous 13F -1,942 shares

    0.2% of the 13F portfolio, value $660,871.

    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 5,714 shares
    Change vs previous 13F +53 shares

    0.46% of the 13F portfolio, value $1,419,732.

    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 5,661 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $1,424,224.

    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).