Edge Wealth Management LLC: WMT position timeline

Edge Wealth Management LLC held 208,327 WMT shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

1. period ended2026-09-30

   13F 208,327 shares

   Change vs previous 13F +72 shares

   3.27% of the 13F portfolio, value $21,786,039.

   13F-HR 0001567163-26-000008 filed by Edge Wealth Management LLC
   Accepted 2026-10-13 20:22:46 UTC, ingested 2026-10-13 20:23:13 UTC

2. period ended2026-06-30

   13F 208,255 shares

   Change vs previous 13F -245 shares

   3.97% of the 13F portfolio, value $23,586,974.

   13F-HR 0001567163-26-000005 filed by Edge Wealth Management LLC
   Filed 2026-07-09 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

3. period ended2026-03-31

   13F 208,500 shares

   Change vs previous 13F -5,073 shares

   4.43% of the 13F portfolio, value $25,912,419.

   13F-HR 0001567163-26-000003 filed by Edge Wealth Management LLC
   Filed 2026-04-21 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

4. period ended2025-12-31

   13F 213,573 shares

   Change vs previous 13F -3,133 shares

   4.2% of the 13F portfolio, value $23,794,154.

   13F-HR 0001567163-26-000001 filed by Edge Wealth Management LLC
   Filed 2026-01-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

5. period ended2025-09-30

   13F 216,706 shares

   Change vs previous 13F +346 shares

   3.96% of the 13F portfolio, value $22,333,718.

   13F-HR 0001085146-25-005929 filed by Edge Wealth Management LLC
   Filed 2025-10-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

6. period ended2025-06-30

   13F 216,360 shares

   Change vs previous 13F -3,237 shares

   4.08% of the 13F portfolio, value $21,183,825.

   13F-HR 0001085146-25-003784 filed by Edge Wealth Management LLC
   Filed 2025-07-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

7. period ended2025-03-31

   13F 219,597 shares

   Change vs previous 13F +1,826 shares

   3.91% of the 13F portfolio, value $19,278,380.

   13F-HR 0001085146-25-002050 filed by Edge Wealth Management LLC
   Filed 2025-04-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

8. period ended2024-12-31

   13F 217,771 shares

   Change vs previous 13F not available

   3.98% of the 13F portfolio, value $19,675,604.

   13F-HR 0001085146-25-000220 filed by Edge Wealth Management LLC
   Filed 2025-01-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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