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Disclosery

Wambolt & Associates, LLC: WMT position timeline

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

Wambolt & Associates, LLC held 46,803 WMT 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 46,803 shares
    Change vs previous 13F -1,604 shares

    1.55% of the 13F portfolio, value $4,597,974.

    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 48,407 shares
    Change vs previous 13F -3,709 shares

    1.46% of the 13F portfolio, value $4,299,988.

    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 52,116 shares
    Change vs previous 13F -11,546 shares

    1.51% of the 13F portfolio, value $4,708,697.

    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 63,662 shares
    Change vs previous 13F -4,360 shares

    1.41% of the 13F portfolio, value $5,173,667.

    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 68,022 shares
    Change vs previous 13F +482 shares

    1.33% of the 13F portfolio, value $4,590,141.

    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 67,540 shares
    Change vs previous 13F +43,499 shares

    1.21% of the 13F portfolio, value $4,052,399.

    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 24,041 shares
    Change vs previous 13F +856 shares

    1.24% of the 13F portfolio, value $3,790,050.

    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 23,185 shares
    Change vs previous 13F not available

    1.35% of the 13F portfolio, value $3,711,906.

    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).