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Disclosery

BOS Asset Management, LLC: WMT position timeline

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

BOS Asset Management, LLC held 7,614 WMT shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 7,614 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $791,247.

    13F-HR 0001965814-26-000005 filed by BOS Asset Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 7,614 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $862,362.

    13F-HR 0001965814-26-000003 filed by BOS Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 7,614 shares
    Change vs previous 13F +21 shares

    0.24% of the 13F portfolio, value $946,268.

    13F-HR 0001965814-26-000002 filed by BOS Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 7,593 shares
    Change vs previous 13F -25 shares

    0.23% of the 13F portfolio, value $845,936.

    13F-HR 0001965814-26-000001 filed by BOS Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 7,618 shares
    Change vs previous 13F +64 shares

    0.22% of the 13F portfolio, value $785,111.

    13F-HR 0001965814-25-000009 filed by BOS Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 7,554 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $738,630.

    13F-HR 0001965814-25-000007 filed by BOS Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 7,554 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $663,166.

    13F-HR 0001965814-25-000006 filed by BOS Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 7,554 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $682,504.

    13F-HR 0001965814-25-000002 filed by BOS Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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