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Disclosery

Wambolt & Associates, LLC: VMI position timeline

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

Wambolt & Associates, LLC held 3,827 VMI 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 3,827 shares
    Change vs previous 13F -462 shares

    0.43% of the 13F portfolio, value $1,282,931.

    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 4,289 shares
    Change vs previous 13F -14 shares

    0.42% of the 13F portfolio, value $1,237,361.

    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 4,303 shares
    Change vs previous 13F -997 shares

    0.42% of the 13F portfolio, value $1,319,703.

    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 5,300 shares
    Change vs previous 13F +301 shares

    0.42% of the 13F portfolio, value $1,523,967.

    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 4,999 shares
    Change vs previous 13F +460 shares

    0.39% of the 13F portfolio, value $1,339,972.

    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 4,539 shares
    Change vs previous 13F +1,054 shares

    0.31% of the 13F portfolio, value $1,024,350.

    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 3,485 shares
    Change vs previous 13F +679 shares

    0.27% of the 13F portfolio, value $813,738.

    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 2,806 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $665,109.

    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).