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Focused Wealth Management, Inc: WMT position timeline

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

Focused Wealth Management, Inc held 29,114 WMT shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,114 shares
    Change vs previous 13F +359 shares

    0.29% of the 13F portfolio, value $3,297,441.

    13F-HR 0002085853-26-000947 filed by Focused Wealth Management, 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 28,755 shares
    Change vs previous 13F +1,431 shares

    0.37% of the 13F portfolio, value $3,573,714.

    13F-HR 0002085853-26-000415 filed by Focused Wealth Management, Inc
    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 27,324 shares
    Change vs previous 13F +653 shares

    0.32% of the 13F portfolio, value $3,044,196.

    13F-HR 0002085853-26-000135 filed by Focused Wealth Management, Inc
    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 26,671 shares
    Change vs previous 13F +1,350 shares

    0.3% of the 13F portfolio, value $2,748,751.

    13F-HR 0002085853-25-000057 filed by Focused Wealth Management, Inc
    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 25,321 shares
    Change vs previous 13F +1,005 shares

    0.3% of the 13F portfolio, value $2,475,911.

    13F-HR 0001667731-25-000798 filed by Focused Wealth Management, Inc
    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 24,316 shares
    Change vs previous 13F +1,381 shares

    0.29% of the 13F portfolio, value $2,134,694.

    13F-HR 0001667731-25-000566 filed by Focused Wealth Management, Inc
    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 22,935 shares
    Change vs previous 13F -655 shares

    0.28% of the 13F portfolio, value $2,072,188.

    13F-HR 0001667731-25-000144 filed by Focused Wealth Management, Inc
    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 23,590 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $1,904,877.

    13F-HR 0001586052-24-000004 filed by Focused Wealth Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

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