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Disclosery

Ducere Wealth Management LLC: WMT position timeline

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

Ducere Wealth Management LLC held 4,536 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 4,536 shares
    Change vs previous 13F +443 shares

    0.15% of the 13F portfolio, value $513,752.

    13F-HR 0001951757-26-001072 filed by Ducere Wealth 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 4,093 shares
    Change vs previous 13F -245 shares

    0.2% of the 13F portfolio, value $508,679.

    13F-HR 0002083656-26-000004 filed by Ducere Wealth 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/A 4,338 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $483,297.

    13F-HR/A 0002083656-26-000006 filed by Ducere Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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