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Disclosery

Balboa Wealth Partners: WMT position timeline

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

Balboa Wealth Partners held 9,631 WMT shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,631 shares
    Change vs previous 13F -2,179 shares

    0.15% of the 13F portfolio, value $1,090,753.

    13F-HR 0001951757-26-001195 filed by Balboa Wealth Partners
    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 11,810 shares
    Change vs previous 13F +3,014 shares

    0.25% of the 13F portfolio, value $1,467,706.

    13F-HR 0001951757-26-000626 filed by Balboa Wealth Partners
    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 8,796 shares
    Change vs previous 13F +935 shares

    0.16% of the 13F portfolio, value $979,988.

    13F-HR 0001951757-26-000198 filed by Balboa Wealth Partners
    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 7,861 shares
    Change vs previous 13F -47 shares

    0.14% of the 13F portfolio, value $810,178.

    13F-HR 0001951757-25-001279 filed by Balboa Wealth Partners
    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 7,908 shares
    Change vs previous 13F +212 shares

    0.16% of the 13F portfolio, value $773,285.

    13F-HR 0001951757-25-000993 filed by Balboa Wealth Partners
    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 7,696 shares
    Change vs previous 13F -1,360 shares

    0.16% of the 13F portfolio, value $675,655.

    13F-HR 0001951757-25-000427 filed by Balboa Wealth Partners
    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 9,056 shares
    Change vs previous 13F +417 shares

    0.19% of the 13F portfolio, value $818,188.

    13F-HR 0001951757-25-000212 filed by Balboa Wealth Partners
    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 8,639 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $697,580.

    13F-HR 0001951757-24-001171 filed by Balboa Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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