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Centric Wealth Management: WMT position timeline

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

Centric Wealth Management held 79,456 WMT shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 79,456 shares
    Change vs previous 13F +43,493 shares

    1.48% of the 13F portfolio, value $9,538,730.

    13F-HR 0001104659-26-091800 filed by Centric Wealth Management
    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 35,963 shares
    Change vs previous 13F -2,811 shares

    0.94% of the 13F portfolio, value $4,687,076.

    13F-HR 0001104659-26-059189 filed by Centric Wealth Management
    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 38,774 shares
    Change vs previous 13F +3,549 shares

    1.02% of the 13F portfolio, value $4,810,313.

    13F-HR 0001104659-26-010095 filed by Centric Wealth Management
    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 35,225 shares
    Change vs previous 13F +3,974 shares

    0.79% of the 13F portfolio, value $3,564,049.

    13F-HR 0001104659-25-106007 filed by Centric Wealth Management
    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 31,251 shares
    Change vs previous 13F +3,073 shares

    0.77% of the 13F portfolio, value $3,241,715.

    13F-HR 0001104659-25-076748 filed by Centric Wealth Management
    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 28,178 shares
    Change vs previous 13F +5,800 shares

    0.65% of the 13F portfolio, value $2,473,756.

    13F-HR 0001104659-25-049158 filed by Centric Wealth Management
    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 22,378 shares
    Change vs previous 13F +13,724 shares

    0.55% of the 13F portfolio, value $2,021,869.

    13F-HR 0001104659-25-012138 filed by Centric Wealth Management
    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 8,654 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $722,073.

    13F-HR 0001104659-24-118472 filed by Centric Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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