Skip to content
Disclosery

Financial Concepts Unlimited, Inc.: WMT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Financial Concepts Unlimited, Inc. on WMT, newest first. How the timeline and the estimate are built.

Financial Concepts Unlimited, Inc. held 3,228 WMT shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,228 shares
    Change vs previous 13F +6 shares

    0.29% of the 13F portfolio, value $365,649.

    13F-HR 0002112099-26-000002 filed by Financial Concepts Unlimited, Inc.
    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 3,222 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $400,396.

    13F-HR 0002112099-26-000001 filed by Financial Concepts Unlimited, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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