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Foundation Wealth Management, LLC\PA: WMT position timeline

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

Foundation Wealth Management, LLC\PA held 3,340 WMT shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 3,340 shares
    Change vs previous 13F +1,091 shares

    0.12% of the 13F portfolio, value $347,093.

    13F-HR 0001754960-26-000872 filed by Foundation Wealth Management, LLC\PA
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,249 shares
    Change vs previous 13F +317 shares

    0.08% of the 13F portfolio, value $254,722.

    13F-HR 0001754960-26-000577 filed by Foundation Wealth Management, LLC\PA
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 1,932 shares
    Change vs previous 13F -33 shares

    0.08% of the 13F portfolio, value $240,109.

    13F-HR 0001754960-26-000300 filed by Foundation Wealth Management, LLC\PA
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 1,965 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $218,921.

    13F-HR 0001754960-26-000072 filed by Foundation Wealth Management, LLC\PA
    Filed (acceptance time not in the bulk data set), ingested

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