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Disclosery

Abound Wealth Management: WMT position timeline

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

Abound Wealth Management held 1,963 WMT shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,963 shares
    Change vs previous 13F -893 shares

    0.04% of the 13F portfolio, value $222,339.

    13F-HR 0001950323-26-000007 filed by Abound Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 2,856 shares
    Change vs previous 13F +26 shares

    0.08% of the 13F portfolio, value $354,964.

    13F-HR 0001950323-26-000005 filed by Abound Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 2,830 shares
    Change vs previous 13F +48 shares

    0.07% of the 13F portfolio, value $315,333.

    13F-HR 0001950323-26-000003 filed by Abound Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 2,782 shares
    Change vs previous 13F +696 shares

    0.07% of the 13F portfolio, value $286,695.

    13F-HR 0001950323-25-000013 filed by Abound Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 2,086 shares
    Change vs previous 13F -182 shares

    0.06% of the 13F portfolio, value $203,969.

    13F-HR 0001950323-25-000009 filed by Abound Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 2,268 shares
    Change vs previous 13F -33 shares

    0.07% of the 13F portfolio, value $199,088.

    13F-HR 0001950323-25-000007 filed by Abound Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 2,301 shares
    Change vs previous 13F +139 shares

    0.07% of the 13F portfolio, value $207,862.

    13F-HR 0001950323-25-000002 filed by Abound Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 2,162 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $174,618.

    13F-HR 0001398344-24-019861 filed by Abound Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).