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Disclosery

Wambolt & Associates, LLC: WY position timeline

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

Wambolt & Associates, LLC held 35,295 WY 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 35,295 shares
    Change vs previous 13F -235 shares

    0.31% of the 13F portfolio, value $926,148.

    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 35,530 shares
    Change vs previous 13F +1,463 shares

    0.35% of the 13F portfolio, value $1,035,358.

    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 34,067 shares
    Change vs previous 13F -6,007 shares

    0.31% of the 13F portfolio, value $958,996.

    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 40,074 shares
    Change vs previous 13F +6,829 shares

    0.37% of the 13F portfolio, value $1,350,479.

    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 33,245 shares
    Change vs previous 13F +3,958 shares

    0.27% of the 13F portfolio, value $916,236.

    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 29,287 shares
    Change vs previous 13F +12,549 shares

    0.31% of the 13F portfolio, value $1,041,460.

    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 16,738 shares
    Change vs previous 13F +5,385 shares

    0.19% of the 13F portfolio, value $581,986.

    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 11,353 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $340,363.

    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).