Skip to content
Disclosery

Wambolt & Associates, LLC: UPS position timeline

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

Wambolt & Associates, LLC held 45,463 UPS 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 45,463 shares
    Change vs previous 13F -27 shares

    1.6% of the 13F portfolio, value $4,749,520.

    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 45,490 shares
    Change vs previous 13F -147 shares

    1.69% of the 13F portfolio, value $4,970,247.

    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 45,637 shares
    Change vs previous 13F -553 shares

    1.84% of the 13F portfolio, value $5,754,836.

    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 46,190 shares
    Change vs previous 13F +353 shares

    1.68% of the 13F portfolio, value $6,155,752.

    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 45,837 shares
    Change vs previous 13F +16 shares

    1.81% of the 13F portfolio, value $6,231,568.

    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 45,821 shares
    Change vs previous 13F -45 shares

    2.02% of the 13F portfolio, value $6,764,152.

    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 45,866 shares
    Change vs previous 13F +10,811 shares

    2.36% of the 13F portfolio, value $7,211,511.

    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 35,055 shares
    Change vs previous 13F not available

    1.97% of the 13F portfolio, value $5,436,329.

    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).