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Disclosery

GDS Wealth Management: WMT position timeline

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

GDS Wealth Management held 316,035 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 316,035 shares
    Change vs previous 13F +12,907 shares

    1.7% of the 13F portfolio, value $35,794,106.

    13F-HR 0001940869-26-000003 filed by GDS Wealth 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 303,128 shares
    Change vs previous 13F +8,806 shares

    2.26% of the 13F portfolio, value $37,672,800.

    13F-HR 0001940869-26-000002 filed by GDS Wealth 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 294,322 shares
    Change vs previous 13F -491 shares

    2.05% of the 13F portfolio, value $32,790,414.

    13F-HR 0001940869-26-000001 filed by GDS Wealth 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 294,813 shares
    Change vs previous 13F +9,966 shares

    2.01% of the 13F portfolio, value $30,383,428.

    13F-HR 0001940869-25-000003 filed by GDS Wealth 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 284,847 shares
    Change vs previous 13F +1,333 shares

    2.03% of the 13F portfolio, value $27,852,340.

    13F-HR 0001221073-25-000074 filed by GDS Wealth 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 283,514 shares
    Change vs previous 13F +1,921 shares

    2.12% of the 13F portfolio, value $24,889,694.

    13F-HR 0001221073-25-000055 filed by GDS Wealth 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 281,593 shares
    Change vs previous 13F +11,400 shares

    2.32% of the 13F portfolio, value $25,441,928.

    13F-HR 0001221073-25-000013 filed by GDS Wealth 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 270,193 shares
    Change vs previous 13F not available

    2.13% of the 13F portfolio, value $21,818,085.

    13F-HR 0001221073-24-000097 filed by GDS Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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