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Disclosery

Granite Bay Wealth Management, LLC: WMT position timeline

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

Granite Bay Wealth Management, LLC held 9,906 WMT shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,906 shares
    Change vs previous 13F +8,270 shares

    0.1% of the 13F portfolio, value $1,122,000.

    13F-HR 0001911472-26-000003 filed by Granite Bay Wealth Management, LLC
    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 1,636 shares
    Change vs previous 13F +1,636 shares

    0.04% of the 13F portfolio, value $202,395.

    13F-HR 0001911472-26-000002 filed by Granite Bay Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -2,436 shares

    13F-HR 0001911472-25-000003 filed by Granite Bay Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  4. period ended2024-12-31
    13F 2,436 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $220,000.

    13F-HR 0001911472-25-000001 filed by Granite Bay Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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