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Disclosery

BIRCHBROOK, INC.: WMT position timeline

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

BIRCHBROOK, INC. held 15,090 WMT shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,090 shares
    Change vs previous 13F -1,439 shares

    0.8% of the 13F portfolio, value $1,709,135.

    13F-HR 0002071468-26-000004 filed by BIRCHBROOK, INC.
    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 16,529 shares
    Change vs previous 13F -33 shares

    1.01% of the 13F portfolio, value $2,054,274.

    13F-HR 0002071468-26-000003 filed by BIRCHBROOK, INC.
    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 16,562 shares
    Change vs previous 13F -32 shares

    0.92% of the 13F portfolio, value $1,845,143.

    13F-HR 0002071468-26-000001 filed by BIRCHBROOK, INC.
    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 16,594 shares
    Change vs previous 13F -525 shares

    0.88% of the 13F portfolio, value $1,710,150.

    13F-HR 0002071468-25-000014 filed by BIRCHBROOK, INC.
    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 17,119 shares
    Change vs previous 13F -707 shares

    0.9% of the 13F portfolio, value $1,673,870.

    13F-HR 0002071468-25-000013 filed by BIRCHBROOK, INC.
    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 17,826 shares
    Change vs previous 13F -1,243 shares

    0.88% of the 13F portfolio, value $1,564,921.

    13F-HR 0002071468-25-000006 filed by BIRCHBROOK, INC.
    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 19,069 shares
    Change vs previous 13F -1,316 shares

    0.98% of the 13F portfolio, value $1,722,861.

    13F-HR 0002071468-25-000005 filed by BIRCHBROOK, INC.
    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 20,385 shares
    Change vs previous 13F not available

    0.91% of the 13F portfolio, value $1,646,068.

    13F-HR 0002071468-25-000004 filed by BIRCHBROOK, INC.
    Filed (acceptance time not in the bulk data set), ingested

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