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Beverly Hills Private Wealth, LLC: WMT position timeline

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

Beverly Hills Private Wealth, LLC held 9,947 WMT shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,947 shares
    Change vs previous 13F -10,770 shares

    0.22% of the 13F portfolio, value $1,126,589.

    13F-HR 0001965710-26-000005 filed by Beverly Hills Private 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 20,717 shares
    Change vs previous 13F -3,709 shares

    0.43% of the 13F portfolio, value $2,574,734.

    13F-HR 0001085146-26-000375 filed by Beverly Hills Private 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/A 24,426 shares
    Change vs previous 13F -2,923 shares

    0.47% of the 13F portfolio, value $2,721,356.

    13F-HR/A 0001085146-26-000231 filed by Beverly Hills Private 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 27,349 shares
    Change vs previous 13F -1,640 shares

    0.5% of the 13F portfolio, value $2,818,535.

    13F-HR 0001085146-25-005976 filed by Beverly Hills Private 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 28,989 shares
    Change vs previous 13F -3,465 shares

    0.53% of the 13F portfolio, value $2,834,568.

    13F-HR 0001085146-25-004273 filed by Beverly Hills Private 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 32,454 shares
    Change vs previous 13F -1,914 shares

    0.56% of the 13F portfolio, value $2,849,128.

    13F-HR 0001085146-25-002465 filed by Beverly Hills Private 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 34,368 shares
    Change vs previous 13F -801 shares

    0.63% of the 13F portfolio, value $3,105,183.

    13F-HR 0001085146-25-001381 filed by Beverly Hills Private 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 35,169 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $2,839,929.

    13F-HR 0001085146-24-005494 filed by Beverly Hills Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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