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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

  1. period ended2026-06-30
    13F 83,776 shares
    Change 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), ingested

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

  2. period ended2026-03-31
    13F 90,092 shares
    Change 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), ingested

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

  3. period ended2025-12-31
    13F 91,199 shares
    Change 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), ingested

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

  4. period ended2025-09-30
    13F 93,813 shares
    Change 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), ingested

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

  5. period ended2025-06-30
    13F 95,934 shares
    Change 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), ingested

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

  6. period ended2025-03-31
    13F 100,743 shares
    Change 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), ingested

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

  7. period ended2024-12-31
    13F 101,335 shares
    Change 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), ingested

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

  8. period ended2024-09-30
    13F 101,348 shares
    Change 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), ingested

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