Skip to content
Disclosery

BURKETT FINANCIAL SERVICES, LLC: WMT position timeline

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

BURKETT FINANCIAL SERVICES, LLC held 9,732 WMT shares at 2026-09-30 per its 13F-HR filed 2026-10-01.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 9,732 shares
    Change vs previous 13F +20 shares

    0.31% of the 13F portfolio, value $1,011,431.

    13F-HR 0001762716-26-000006 filed by BURKETT FINANCIAL SERVICES, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 9,712 shares
    Change vs previous 13F +38 shares

    0.34% of the 13F portfolio, value $1,099,994.

    13F-HR 0001762716-26-000003 filed by BURKETT FINANCIAL SERVICES, 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 9,674 shares
    Change vs previous 13F +295 shares

    0.41% of the 13F portfolio, value $1,202,297.

    13F-HR 0001762716-26-000002 filed by BURKETT FINANCIAL SERVICES, 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 9,379 shares
    Change vs previous 13F -94 shares

    0.36% of the 13F portfolio, value $1,044,946.

    13F-HR 0001762716-26-000001 filed by BURKETT FINANCIAL SERVICES, 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 9,473 shares
    Change vs previous 13F -27 shares

    0.34% of the 13F portfolio, value $976,317.

    13F-HR 0001762716-25-000006 filed by BURKETT FINANCIAL SERVICES, 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 9,500 shares
    Change vs previous 13F +14 shares

    0.33% of the 13F portfolio, value $928,865.

    13F-HR 0001762716-25-000003 filed by BURKETT FINANCIAL SERVICES, 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 9,486 shares
    Change vs previous 13F +22 shares

    0.34% of the 13F portfolio, value $832,743.

    13F-HR 0001762716-25-000002 filed by BURKETT FINANCIAL SERVICES, 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 9,464 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $855,096.

    13F-HR 0001762716-25-000001 filed by BURKETT FINANCIAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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