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Disclosery

Wambolt & Associates, LLC: TT position timeline

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

Wambolt & Associates, LLC held 2,130 TT 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 2,130 shares
    Change vs previous 13F -249 shares

    0.31% of the 13F portfolio, value $925,020.

    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 2,379 shares
    Change vs previous 13F -96 shares

    0.28% of the 13F portfolio, value $812,674.

    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 2,475 shares
    Change vs previous 13F -277 shares

    0.29% of the 13F portfolio, value $914,354.

    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 2,752 shares
    Change vs previous 13F -269 shares

    0.29% of the 13F portfolio, value $1,064,263.

    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 3,021 shares
    Change vs previous 13F -470 shares

    0.28% of the 13F portfolio, value $970,896.

    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 3,491 shares
    Change vs previous 13F -2,439 shares

    0.31% of the 13F portfolio, value $1,035,860.

    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 5,930 shares
    Change vs previous 13F -2,187 shares

    0.47% of the 13F portfolio, value $1,446,229.

    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 8,117 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $1,608,020.

    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).