Skip to content
Disclosery

Commonwealth Financial Services, LLC: WMT position timeline

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

Commonwealth Financial Services, LLC held 37,359 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 37,359 shares
    Change vs previous 13F +10,973 shares

    0.4% of the 13F portfolio, value $2,987,327.

    13F-HR 0001536755-26-000007 filed by Commonwealth Financial Services, 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 26,386 shares
    Change vs previous 13F +1,356 shares

    0.52% of the 13F portfolio, value $3,279,282.

    13F-HR 0001536755-26-000005 filed by Commonwealth 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 ended2025-12-31
    13F 25,030 shares
    Change vs previous 13F +8 shares

    0.46% of the 13F portfolio, value $2,788,582.

    13F-HR 0001536755-26-000003 filed by Commonwealth 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 ended2025-09-30
    13F 25,022 shares
    Change vs previous 13F +601 shares

    0.44% of the 13F portfolio, value $2,578,757.

    13F-HR 0001536755-25-000015 filed by Commonwealth 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 ended2025-06-30
    13F 24,421 shares
    Change vs previous 13F -119 shares

    0.46% of the 13F portfolio, value $2,387,906.

    13F-HR 0001536755-25-000010 filed by Commonwealth 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 ended2025-03-31
    13F 24,540 shares
    Change vs previous 13F -923 shares

    0.44% of the 13F portfolio, value $2,154,404.

    13F-HR 0001536755-25-000007 filed by Commonwealth 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 ended2024-12-31
    13F 25,463 shares
    Change vs previous 13F -753 shares

    0.45% of the 13F portfolio, value $2,300,574.

    13F-HR 0001536755-25-000003 filed by Commonwealth 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 ended2024-09-30
    13F 26,216 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $2,130,567.

    13F-HR 0001536755-24-000015 filed by Commonwealth Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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