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Disclosery

BURNS J W & CO INC/NY: WMT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BURNS J W & CO INC/NY on WMT, newest first. How the timeline and the estimate are built.

BURNS J W & CO INC/NY held 5,802 WMT shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,802 shares
    Change vs previous 13F +640 shares

    0.07% of the 13F portfolio, value $657,127.

    13F-HR 0001047339-26-000003 filed by BURNS J W & CO INC/NY
    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 5,162 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $641,525.

    13F-HR 0001047339-26-000002 filed by BURNS J W & CO INC/NY
    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 5,162 shares
    Change vs previous 13F +58 shares

    0.06% of the 13F portfolio, value $575,091.

    13F-HR 0001047339-26-000001 filed by BURNS J W & CO INC/NY
    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 5,104 shares
    Change vs previous 13F +29 shares

    0.06% of the 13F portfolio, value $526,011.

    13F-HR 0001047339-25-000006 filed by BURNS J W & CO INC/NY
    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 5,075 shares
    Change vs previous 13F -31 shares

    0.06% of the 13F portfolio, value $496,227.

    13F-HR 0001047339-25-000004 filed by BURNS J W & CO INC/NY
    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 5,106 shares
    Change vs previous 13F +81 shares

    0.06% of the 13F portfolio, value $448,250.

    13F-HR 0001047339-25-000002 filed by BURNS J W & CO INC/NY
    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 5,025 shares
    Change vs previous 13F -130 shares

    0.06% of the 13F portfolio, value $454,003.

    13F-HR 0001047339-25-000001 filed by BURNS J W & CO INC/NY
    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 5,155 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $416,261.

    13F-HR 0001047339-24-000005 filed by BURNS J W & CO INC/NY
    Filed (acceptance time not in the bulk data set), ingested

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