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Disclosery

Buck Wealth Strategies, LLC: WMT position timeline

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

Buck Wealth Strategies, LLC held 121,253 WMT shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 121,253 shares
    Change vs previous 13F +8,454 shares

    1.44% of the 13F portfolio, value $13,733,162.

    13F-HR 0001973259-26-000003 filed by Buck Wealth Strategies, 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 112,799 shares
    Change vs previous 13F -10,034 shares

    1.73% of the 13F portfolio, value $14,018,690.

    13F-HR 0001973259-26-000002 filed by Buck Wealth Strategies, 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 122,833 shares
    Change vs previous 13F +4,477 shares

    1.74% of the 13F portfolio, value $13,684,796.

    13F-HR 0001973259-26-000001 filed by Buck Wealth Strategies, 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 118,356 shares
    Change vs previous 13F +1,690 shares

    1.67% of the 13F portfolio, value $12,197,725.

    13F-HR 0001973259-25-000006 filed by Buck Wealth Strategies, 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 116,666 shares
    Change vs previous 13F +11,446 shares

    1.74% of the 13F portfolio, value $11,407,624.

    13F-HR 0001973259-25-000004 filed by Buck Wealth Strategies, 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 105,220 shares
    Change vs previous 13F -209 shares

    1.68% of the 13F portfolio, value $9,237,291.

    13F-HR 0001973259-25-000001 filed by Buck Wealth Strategies, 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 105,429 shares
    Change vs previous 13F +9,547 shares

    1.98% of the 13F portfolio, value $9,525,539.

    13F-HR 0001986042-25-000003 filed by Buck Wealth Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 95,882 shares
    Change vs previous 13F not available

    2.44% of the 13F portfolio, value $7,742,498.

    13F-HR 0001973259-24-000005 filed by Buck Wealth Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

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