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Disclosery

Basepoint Wealth LLC: WMT position timeline

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

Basepoint Wealth LLC held 5,470 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 5,470 shares
    Change vs previous 13F +17 shares

    0.35% of the 13F portfolio, value $619,482.

    13F-HR 0002088236-26-000003 filed by Basepoint Wealth LLC
    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 5,453 shares
    Change vs previous 13F -175 shares

    0.39% of the 13F portfolio, value $677,659.

    13F-HR 0002088236-26-000002 filed by Basepoint Wealth LLC
    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 5,628 shares
    Change vs previous 13F 0 shares

    0.38% of the 13F portfolio, value $627,068.

    13F-HR 0002088236-26-000001 filed by Basepoint Wealth LLC
    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 5,628 shares
    Change vs previous 13F +630 shares

    0.41% of the 13F portfolio, value $580,071.

    13F-HR 0002088236-25-000016 filed by Basepoint Wealth LLC
    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 4,998 shares
    Change vs previous 13F +7 shares

    0.38% of the 13F portfolio, value $488,687.

    13F-HR 0002088236-25-000015 filed by Basepoint Wealth LLC
    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 4,991 shares
    Change vs previous 13F -4,784 shares

    0.34% of the 13F portfolio, value $438,194.

    13F-HR 0002088236-25-000014 filed by Basepoint Wealth LLC
    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 9,775 shares
    Change vs previous 13F -153 shares

    0.7% of the 13F portfolio, value $883,210.

    13F-HR 0002088236-25-000013 filed by Basepoint Wealth LLC
    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 9,928 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $801,710.

    13F-HR 0002088236-25-000012 filed by Basepoint Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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