Skip to content
Disclosery

Wambolt & Associates, LLC: VOE position timeline

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

Wambolt & Associates, LLC held 12,465 VOE 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 12,465 shares
    Change vs previous 13F -621 shares

    0.7% of the 13F portfolio, value $2,075,679.

    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 13,086 shares
    Change vs previous 13F +1,432 shares

    0.71% of the 13F portfolio, value $2,101,974.

    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 11,654 shares
    Change vs previous 13F -895 shares

    0.6% of the 13F portfolio, value $1,885,365.

    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 12,549 shares
    Change vs previous 13F +582 shares

    0.57% of the 13F portfolio, value $2,097,273.

    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 11,967 shares
    Change vs previous 13F +456 shares

    0.52% of the 13F portfolio, value $1,783,370.

    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 11,511 shares
    Change vs previous 13F +1,338 shares

    0.53% of the 13F portfolio, value $1,781,045.

    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 10,173 shares
    Change vs previous 13F +2,093 shares

    0.48% of the 13F portfolio, value $1,475,143.

    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 8,080 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $1,041,029.

    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).