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ELEVATUS WELATH MANAGEMENT: WMT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ELEVATUS WELATH MANAGEMENT on WMT, newest first. How the timeline and the estimate are built.

ELEVATUS WELATH MANAGEMENT held 8,989 WMT shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,989 shares
    Change vs previous 13F -20,608 shares

    0.25% of the 13F portfolio, value $1,018,092.

    13F-HR 0001982776-26-000004 filed by ELEVATUS WELATH MANAGEMENT
    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 29,597 shares
    Change vs previous 13F -20,995 shares

    1.93% of the 13F portfolio, value $3,678,309.

    13F-HR 0001982776-26-000003 filed by ELEVATUS WELATH MANAGEMENT
    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 50,592 shares
    Change vs previous 13F +5,415 shares

    1.54% of the 13F portfolio, value $5,636,416.

    13F-HR 0001982776-26-000001 filed by ELEVATUS WELATH MANAGEMENT
    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 45,177 shares
    Change vs previous 13F +40,117 shares

    1.34% of the 13F portfolio, value $4,655,906.

    13F-HR 0001982776-25-000008 filed by ELEVATUS WELATH MANAGEMENT
    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 5,060 shares
    Change vs previous 13F -12,967 shares

    0.16% of the 13F portfolio, value $494,740.

    13F-HR 0001987932-25-000005 filed by ELEVATUS WELATH MANAGEMENT
    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 18,027 shares
    Change vs previous 13F +11,356 shares

    0.9% of the 13F portfolio, value $1,582,611.

    13F-HR 0001982776-25-000003 filed by ELEVATUS WELATH MANAGEMENT
    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 6,671 shares
    Change vs previous 13F +1,562 shares

    0.21% of the 13F portfolio, value $602,682.

    13F-HR 0001982776-25-000001 filed by ELEVATUS WELATH MANAGEMENT
    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 5,109 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $412,514.

    13F-HR 0001982776-24-000006 filed by ELEVATUS WELATH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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