Darwin Wealth Management, LLC: WMT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Darwin Wealth Management, LLC on WMT, newest first. How the timeline and the estimate are built.
Darwin Wealth Management, LLC held 2,239 WMT shares at 2026-06-30 per its 13F-HR filed 2026-07-21.
the latest 13F is the newest step
- period ended2026-06-3013F 2,239 sharesChange vs previous 13F -111 shares
0.07% of the 13F portfolio, value $253,663.
13F-HR 0001663224-26-000003 filed by Darwin Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,350 sharesChange vs previous 13F -14,246 shares
0.09% of the 13F portfolio, value $292,115.
13F-HR 0001663224-26-000002 filed by Darwin Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 16,596 sharesChange vs previous 13F +39 shares
0.57% of the 13F portfolio, value $1,849,024.
13F-HR 0001663224-26-000001 filed by Darwin Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 16,557 sharesChange vs previous 13F +730 shares
0.54% of the 13F portfolio, value $1,706,409.
13F-HR 0001663224-25-000009 filed by Darwin Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 15,827 sharesChange vs previous 13F -4,192 shares
0.54% of the 13F portfolio, value $1,547,574.
13F-HR 0001663224-25-000002 filed by Darwin Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 20,019 sharesChange vs previous 13F 0 shares
0.61% of the 13F portfolio, value $1,808,752.
13F-HR 0001663224-25-000005 filed by Darwin Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F/A 20,019 sharesChange vs previous 13F -13,914 shares
0.61% of the 13F portfolio, value $1,808,752.
13F-HR/A 0001663224-25-000008 filed by Darwin Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 33,933 sharesChange vs previous 13F not available
0.75% of the 13F portfolio, value $2,740,129.
13F-HR 0001663224-24-000003 filed by Darwin Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).