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Disclosery

Wambolt & Associates, LLC: V position timeline

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

Wambolt & Associates, LLC held 16,099 V 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 16,099 shares
    Change vs previous 13F -669 shares

    1.92% of the 13F portfolio, value $5,722,719.

    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 16,768 shares
    Change vs previous 13F -1,616 shares

    1.97% of the 13F portfolio, value $5,807,508.

    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 18,384 shares
    Change vs previous 13F -4,680 shares

    1.86% of the 13F portfolio, value $5,810,179.

    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 23,064 shares
    Change vs previous 13F +1,647 shares

    1.75% of the 13F portfolio, value $6,402,285.

    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 21,417 shares
    Change vs previous 13F +1,315 shares

    1.64% of the 13F portfolio, value $5,637,714.

    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 20,102 shares
    Change vs previous 13F +2,718 shares

    1.67% of the 13F portfolio, value $5,594,111.

    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 17,384 shares
    Change vs previous 13F +1,421 shares

    1.48% of the 13F portfolio, value $4,526,024.

    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 15,963 shares
    Change vs previous 13F not available

    1.34% of the 13F portfolio, value $3,691,783.

    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).