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Disclosery

Dougherty & Associates, LLC: WMT position timeline

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

Dougherty & Associates, LLC held 5,371 WMT shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,371 shares
    Change vs previous 13F -147 shares

    0.49% of the 13F portfolio, value $608,369.

    13F-HR 0002109295-26-000005 filed by Dougherty & Associates, 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 5,518 shares
    Change vs previous 13F -328 shares

    0.63% of the 13F portfolio, value $685,800.

    13F-HR 0002109295-26-000004 filed by Dougherty & Associates, 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 5,846 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $651,409.

    13F-HR 0002109295-26-000003 filed by Dougherty & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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