Wambolt & Associates, LLC Info

Wambolt & Associates, LLC info

Wambolt & Associates, LLC (SEC CIK 1755723) first filed with the SEC on 2019-01-29 (Form 13F-HR) and has filed 28 times since, including 27 Form 13F-HR quarterly holdings reports. It is organized in CO and registered at 13976 W. BOWLES AVENUE, STE. 200, LITTLETON, CO, 80127.

Name: Value Wambolt & Associates, LLC.
SEC CIK: Value 1755723.
State of organization: Value CO.
Business address: Value 13976 W. BOWLES AVENUE, STE. 200, LITTLETON, CO, 80127.

No Form ADV row is held for this firm, so its adviser registration date, assets under management and employees are left out rather than estimated.

Firm

Field	Value
Name	Wambolt & Associates, LLC
SEC CIK	1755723
State of organization	CO
Business address	13976 W. BOWLES AVENUE, STE. 200, LITTLETON, CO, 80127
Mailing address	13976 W. BOWLES AVENUE, STE. 200, LITTLETON, CO, 80127
Phone	720-962-6700
Fiscal year end	December 31
Former names	None filed

SEC Filing History

Field	Value
First SEC filing	2019-01-29 (Form 13F-HR)
Latest SEC filing	2025-08-21 (Form N-PX)
Filings on EDGAR	28
First Form 13F-HR	2019-01-29 (quarter ended 2018-12-31)
Latest Form 13F-HR	2025-08-13 (quarter ended 2025-06-30)
Form 13F-HR filings	27

Filings by Form

Form	Filings	Latest
13F-HR	27	2025-08-13
N-PX	1	2025-08-21

Filings by Year

Year	Filings	Form 13F-HR
2025	4	3
2024	4	4
2023	4	4
2022	4	4
2021	4	4
2020	4	4
2019	4	4

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