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Brady Martz Wealth Solutions, LLC: WMT position timeline

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

Brady Martz Wealth Solutions, LLC held 10,347 WMT shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,347 shares
    Change vs previous 13F +131 shares

    0.18% of the 13F portfolio, value $1,171,905.

    13F-HR 0002049470-26-000004 filed by Brady Martz Wealth Solutions, 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 10,216 shares
    Change vs previous 13F +2,568 shares

    0.22% of the 13F portfolio, value $1,269,685.

    13F-HR 0002049470-26-000003 filed by Brady Martz Wealth Solutions, 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 7,648 shares
    Change vs previous 13F +5,384 shares

    0.15% of the 13F portfolio, value $852,113.

    13F-HR 0002049470-26-000002 filed by Brady Martz Wealth Solutions, 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 2,264 shares
    Change vs previous 13F -4 shares

    0.04% of the 13F portfolio, value $233,373.

    13F-HR 0002049470-25-000007 filed by Brady Martz Wealth Solutions, 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 2,268 shares
    Change vs previous 13F +2,268 shares

    0.04% of the 13F portfolio, value $221,792.

    13F-HR 0002049470-25-000006 filed by Brady Martz Wealth Solutions, 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 0 shares
    Change vs previous 13F -2,243 shares

    13F-HR 0002049470-25-000004 filed by Brady Martz Wealth Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  7. period ended2024-12-31
    13F 2,243 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $203,605.

    13F-HR 0002049470-25-000003 filed by Brady Martz Wealth Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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