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Disclosery

Brookwood Investment Group LLC: WMT position timeline

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

Brookwood Investment Group LLC held 13,312 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 13,312 shares
    Change vs previous 13F +1,782 shares

    0.17% of the 13F portfolio, value $1,507,745.

    13F-HR 0002066812-26-000003 filed by Brookwood Investment Group 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 11,530 shares
    Change vs previous 13F -9,103 shares

    0.18% of the 13F portfolio, value $1,432,988.

    13F-HR 0002066812-26-000002 filed by Brookwood Investment Group 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 20,633 shares
    Change vs previous 13F -8,317 shares

    0.28% of the 13F portfolio, value $2,298,719.

    13F-HR 0002066812-26-000001 filed by Brookwood Investment Group 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 28,950 shares
    Change vs previous 13F -7,927 shares

    0.39% of the 13F portfolio, value $2,983,617.

    13F-HR 0002066812-25-000006 filed by Brookwood Investment Group 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 36,877 shares
    Change vs previous 13F +14,635 shares

    0.58% of the 13F portfolio, value $3,605,798.

    13F-HR 0002066812-25-000005 filed by Brookwood Investment Group 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 22,242 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $1,952,584.

    13F-HR 0002066812-25-000004 filed by Brookwood Investment Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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