Baugh & Associates, LLC: WMT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Baugh & Associates, LLC on WMT, newest first. How the timeline and the estimate are built.
Baugh & Associates, LLC held 83,776 WMT shares at 2026-06-30 per its 13F-HR filed 2026-07-13.
the latest 13F is the newest step
- period ended2026-06-3013F 83,776 sharesChange vs previous 13F -6,316 shares
4.2% of the 13F portfolio, value $9,488,470.
13F-HR 0001730818-26-000003 filed by Baugh & Associates, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 90,092 sharesChange vs previous 13F -1,107 shares
4.84% of the 13F portfolio, value $11,196,634.
13F-HR 0001730818-26-000002 filed by Baugh & Associates, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 91,199 sharesChange vs previous 13F -2,614 shares
4.68% of the 13F portfolio, value $9,527,003.
13F-HR 0001730818-26-000001 filed by Baugh & Associates, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 93,813 sharesChange vs previous 13F -2,121 shares
4.45% of the 13F portfolio, value $8,946,845.
13F-HR 0001730818-25-000004 filed by Baugh & Associates, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 95,934 sharesChange vs previous 13F -4,809 shares
4.55% of the 13F portfolio, value $8,729,309.
13F-HR 0001085146-25-003767 filed by Baugh & Associates, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 100,743 sharesChange vs previous 13F -592 shares
4.31% of the 13F portfolio, value $8,518,878.
13F-HR 0001085146-25-002292 filed by Baugh & Associates, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 101,335 sharesChange vs previous 13F -13 shares
4.6% of the 13F portfolio, value $8,880,411.
13F-HR 0001085146-25-000276 filed by Baugh & Associates, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 101,348 sharesChange vs previous 13F not available
4.09% of the 13F portfolio, value $7,941,278.
13F-HR 0001085146-24-005244 filed by Baugh & Associates, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).