Skip to content
Disclosery

Costello Asset Management, INC: WMT position timeline

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

Costello Asset Management, INC held 20,388 WMT shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,388 shares
    Change vs previous 13F -759 shares

    0.69% of the 13F portfolio, value $2,309,199.

    13F-HR 0001760145-26-000004 filed by Costello Asset Management, INC
    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 21,147 shares
    Change vs previous 13F -267 shares

    0.91% of the 13F portfolio, value $2,628,095.

    13F-HR 0001760145-26-000003 filed by Costello Asset Management, INC
    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 21,414 shares
    Change vs previous 13F -190 shares

    0.79% of the 13F portfolio, value $2,385,782.

    13F-HR 0001760145-26-000001 filed by Costello Asset Management, INC
    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 21,604 shares
    Change vs previous 13F -96 shares

    0.75% of the 13F portfolio, value $2,226,479.

    13F-HR 0001760145-25-000006 filed by Costello Asset Management, INC
    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 21,700 shares
    Change vs previous 13F -174 shares

    0.8% of the 13F portfolio, value $2,121,794.

    13F-HR 0001760145-25-000003 filed by Costello Asset Management, INC
    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 21,874 shares
    Change vs previous 13F +2,980 shares

    0.78% of the 13F portfolio, value $1,920,354.

    13F-HR 0001760145-25-000002 filed by Costello Asset Management, INC
    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 18,894 shares
    Change vs previous 13F 0 shares

    1.13% of the 13F portfolio, value $1,707,073.

    13F-HR 0001760145-25-000001 filed by Costello Asset Management, INC
    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 18,894 shares
    Change vs previous 13F not available

    1.02% of the 13F portfolio, value $1,525,691.

    13F-HR 0001760145-24-000005 filed by Costello Asset Management, INC
    Filed (acceptance time not in the bulk data set), ingested

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