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Disclosery

Wambolt & Associates, LLC: VOT position timeline

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

Wambolt & Associates, LLC held 7,511 VOT 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 7,511 shares
    Change vs previous 13F -183 shares

    0.72% of the 13F portfolio, value $2,125,733.

    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 7,694 shares
    Change vs previous 13F +520 shares

    0.64% of the 13F portfolio, value $1,894,392.

    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 7,174 shares
    Change vs previous 13F -780 shares

    0.58% of the 13F portfolio, value $1,820,507.

    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 7,954 shares
    Change vs previous 13F +516 shares

    0.53% of the 13F portfolio, value $1,920,875.

    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 7,438 shares
    Change vs previous 13F +751 shares

    0.49% of the 13F portfolio, value $1,698,745.

    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 6,687 shares
    Change vs previous 13F +1,622 shares

    0.47% of the 13F portfolio, value $1,568,007.

    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 5,065 shares
    Change vs previous 13F +2,186 shares

    0.36% of the 13F portfolio, value $1,112,185.

    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 2,879 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $556,675.

    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).