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Disclosery

Drake & Associates, LLC: WMT position timeline

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

Drake & Associates, LLC held 13,978 WMT shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,978 shares
    Change vs previous 13F -4,683 shares

    0.27% of the 13F portfolio, value $1,583,199.

    13F-HR 0001935795-26-000003 filed by Drake & 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 18,661 shares
    Change vs previous 13F -1,244 shares

    0.44% of the 13F portfolio, value $2,319,195.

    13F-HR 0001935795-26-000002 filed by Drake & 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 19,905 shares
    Change vs previous 13F -8,024 shares

    0.44% of the 13F portfolio, value $2,217,616.

    13F-HR 0001935795-26-000001 filed by Drake & Associates, 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 27,929 shares
    Change vs previous 13F +20,045 shares

    0.59% of the 13F portfolio, value $2,833,956.

    13F-HR 0001935795-25-000008 filed by Drake & Associates, 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 7,884 shares
    Change vs previous 13F +1,552 shares

    0.19% of the 13F portfolio, value $770,898.

    13F-HR 0001935795-25-000003 filed by Drake & Associates, 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 6,332 shares
    Change vs previous 13F +859 shares

    0.16% of the 13F portfolio, value $555,886.

    13F-HR 0001935795-25-000002 filed by Drake & Associates, 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 5,473 shares
    Change vs previous 13F -1,065 shares

    0.16% of the 13F portfolio, value $553,594.

    13F-HR 0001935795-25-000001 filed by Drake & Associates, 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 6,538 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $527,944.

    13F-HR 0001935795-24-000004 filed by Drake & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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