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Disclosery

Bernard Wealth Management Corp.: WMT position timeline

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

Bernard Wealth Management Corp. held 24,603 WMT shares at 2026-06-30 per its 13F-HR filed 2026-08-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,603 shares
    Change vs previous 13F +225 shares

    1.03% of the 13F portfolio, value $2,786,556.

    13F-HR 0002056313-26-000004 filed by Bernard Wealth Management Corp.
    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 24,378 shares
    Change vs previous 13F +682 shares

    1.29% of the 13F portfolio, value $3,029,711.

    13F-HR 0002056313-26-000003 filed by Bernard Wealth Management Corp.
    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 23,696 shares
    Change vs previous 13F -123 shares

    1.07% of the 13F portfolio, value $2,639,918.

    13F-HR 0002056313-26-000001 filed by Bernard Wealth Management Corp.
    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 23,819 shares
    Change vs previous 13F -228 shares

    1.03% of the 13F portfolio, value $2,454,736.

    13F-HR 0002056313-25-000007 filed by Bernard Wealth Management Corp.
    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 24,047 shares
    Change vs previous 13F +602 shares

    1.09% of the 13F portfolio, value $2,351,285.

    13F-HR 0002056313-25-000006 filed by Bernard Wealth Management Corp.
    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 23,445 shares
    Change vs previous 13F -84 shares

    1% of the 13F portfolio, value $2,058,214.

    13F-HR 0002056313-25-000004 filed by Bernard Wealth Management Corp.
    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/A 23,529 shares
    Change vs previous 13F not available

    1% of the 13F portfolio, value $2,125,849.

    13F-HR/A 0002056313-25-000002 filed by Bernard Wealth Management Corp.
    Filed (acceptance time not in the bulk data set), ingested

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