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Disclosery

Bison Wealth, LLC: WMT position timeline

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

Bison Wealth, LLC held 31,165 WMT shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,165 shares
    Change vs previous 13F +795 shares

    0.32% of the 13F portfolio, value $3,448,367.

    13F-HR 0001493152-26-032296 filed by Bison 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 30,370 shares
    Change vs previous 13F +345 shares

    0.39% of the 13F portfolio, value $3,992,722.

    13F-HR 0001493152-26-023586 filed by Bison 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 30,025 shares
    Change vs previous 13F -1,850 shares

    0.4% of the 13F portfolio, value $3,573,613.

    13F-HR 0001493152-26-012336 filed by Bison 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 31,875 shares
    Change vs previous 13F +8,759 shares

    0.3% of the 13F portfolio, value $3,248,527.

    13F-HR 0001493152-25-021659 filed by Bison 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 23,116 shares
    Change vs previous 13F +3,194 shares

    0.17% of the 13F portfolio, value $2,205,046.

    13F-HR 0001641172-25-019676 filed by Bison 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 19,922 shares
    Change vs previous 13F -11,717 shares

    0.17% of the 13F portfolio, value $1,828,026.

    13F-HR 0001641172-25-009192 filed by Bison 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 31,639 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $2,858,566.

    13F-HR 0001493152-25-008165 filed by Bison Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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