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Disclosery

Wambolt & Associates, LLC: WM position timeline

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

Wambolt & Associates, LLC held 16,022 WM 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 16,022 shares
    Change vs previous 13F -741 shares

    1.23% of the 13F portfolio, value $3,665,984.

    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 16,763 shares
    Change vs previous 13F -634 shares

    1.33% of the 13F portfolio, value $3,919,108.

    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 17,397 shares
    Change vs previous 13F -2,398 shares

    1.12% of the 13F portfolio, value $3,510,553.

    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 19,795 shares
    Change vs previous 13F -235 shares

    1.12% of the 13F portfolio, value $4,115,962.

    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 20,030 shares
    Change vs previous 13F +214 shares

    1.22% of the 13F portfolio, value $4,193,415.

    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 19,816 shares
    Change vs previous 13F -595 shares

    1.26% of the 13F portfolio, value $4,218,919.

    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 20,411 shares
    Change vs previous 13F +832 shares

    1.2% of the 13F portfolio, value $3,655,676.

    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 19,579 shares
    Change vs previous 13F not available

    1.07% of the 13F portfolio, value $2,960,573.

    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).