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Disclosery

Wambolt & Associates, LLC: VBR position timeline

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

Wambolt & Associates, LLC held 1,854 VBR 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 1,854 shares
    Change vs previous 13F -46 shares

    0.12% of the 13F portfolio, value $368,219.

    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 1,900 shares
    Change vs previous 13F -380 shares

    0.12% of the 13F portfolio, value $354,848.

    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 2,280 shares
    Change vs previous 13F -119 shares

    0.14% of the 13F portfolio, value $451,875.

    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 2,399 shares
    Change vs previous 13F -346 shares

    0.13% of the 13F portfolio, value $477,506.

    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 2,745 shares
    Change vs previous 13F -333 shares

    0.14% of the 13F portfolio, value $495,710.

    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 3,078 shares
    Change vs previous 13F -2,655 shares

    0.18% of the 13F portfolio, value $585,364.

    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 5,733 shares
    Change vs previous 13F -1,176 shares

    0.34% of the 13F portfolio, value $1,031,694.

    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 6,909 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $1,084,335.

    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).