Wambolt & Associates, LLC current holdings: Foreign Stocks
Wambolt & Associates, LLC reported $0.01 billion in share positions in stocks (depositary receipts and foreign shares traded over the counter), 8 positions, in its Form 13F for the quarter ended 2025-06-30; the largest are NVS, SHEL, NVO.
- NVS: Country of operation —; Class SPONSORED ADR; Shares 25,647; Value $3,157,220.
- SHEL: Country of operation —; Class SPON ADS; Shares 32,227; Value $2,294,276.
- NVO: Country of operation —; Class ADR; Shares 32,532; Value $2,271,436.
- IX: Country of operation —; Class SPONSORED ADR; Shares 97,031; Value $2,208,435.
Form 13F-HR as filed (SEC CIK 1755723): quarter ended 2025-06-30, filed 2025-08-13. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2025-06-30 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
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