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Disclosery

Councilmark Asset Management, LLC: WMT position timeline

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

Councilmark Asset Management, LLC held 59,222 WMT shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 59,222 shares
    Change vs previous 13F -135 shares

    3.55% of the 13F portfolio, value $6,707,484.

    13F-HR 0002022076-26-000003 filed by Councilmark Asset Management, 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 59,357 shares
    Change vs previous 13F -250 shares

    4.23% of the 13F portfolio, value $7,376,888.

    13F-HR 0002022076-26-000002 filed by Councilmark Asset Management, 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 59,607 shares
    Change vs previous 13F -1,728 shares

    3.71% of the 13F portfolio, value $6,640,816.

    13F-HR 0002022076-26-000001 filed by Councilmark Asset Management, 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 61,335 shares
    Change vs previous 13F -150 shares

    3.62% of the 13F portfolio, value $6,321,185.

    13F-HR 0002022076-25-000006 filed by Councilmark Asset Management, 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 61,485 shares
    Change vs previous 13F -635 shares

    3.81% of the 13F portfolio, value $6,012,003.

    13F-HR 0002022076-25-000003 filed by Councilmark Asset Management, 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 62,120 shares
    Change vs previous 13F -100 shares

    3.68% of the 13F portfolio, value $5,453,515.

    13F-HR 0002022076-25-000002 filed by Councilmark Asset Management, 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 62,220 shares
    Change vs previous 13F 0 shares

    3.78% of the 13F portfolio, value $5,621,577.

    13F-HR 0002022076-25-000001 filed by Councilmark Asset Management, 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 62,220 shares
    Change vs previous 13F not available

    3.37% of the 13F portfolio, value $5,024,265.

    13F-HR 0002022076-24-000004 filed by Councilmark Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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