21 West Wealth Management LLC: WMT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 21 West Wealth Management LLC on WMT, newest first. How the timeline and the estimate are built.

21 West Wealth Management LLC held 0 WMT shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

period ended2026-09-30
13F 0 shares
Change vs previous 13F -1,876 shares
13F-HR 0002067541-26-000004 filed by 21 West Wealth Management LLC
Accepted 2026-10-13 20:51:28 UTC, ingested 2026-10-13 20:52:13 UTC
Exited: the 13F for this period no longer lists the position.
period ended2026-06-30
13F 1,876 shares
Change vs previous 13F 0 shares
0.18% of the 13F portfolio, value $212,476.
13F-HR 0002067541-26-000003 filed by 21 West Wealth Management LLC
Filed 2026-07-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 1,876 shares
Change vs previous 13F 0 shares
0.22% of the 13F portfolio, value $233,149.
13F-HR 0002067541-26-000002 filed by 21 West Wealth Management LLC
Filed 2026-04-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 1,876 shares
Change vs previous 13F not available
0.19% of the 13F portfolio, value $209,005.
13F-HR 0002067541-26-000001 filed by 21 West Wealth Management LLC
Filed 2026-01-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).