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GWN SECURITIES INC.: WMT position timeline

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

GWN SECURITIES INC. held 20,623 WMT shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,623 shares
    Change vs previous 13F +740 shares

    0.39% of the 13F portfolio, value $2,335,740.

    13F-HR 0001172661-26-003076 filed by GWN SECURITIES 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 19,883 shares
    Change vs previous 13F +6,551 shares

    0.47% of the 13F portfolio, value $2,471,168.

    13F-HR 0001172661-26-001999 filed by GWN SECURITIES 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 13,332 shares
    Change vs previous 13F +583 shares

    0.3% of the 13F portfolio, value $1,485,425.

    13F-HR 0001172661-26-000619 filed by GWN SECURITIES 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 12,749 shares
    Change vs previous 13F -12,023 shares

    0.31% of the 13F portfolio, value $1,320,123.

    13F-HR 0001172661-25-004439 filed by GWN SECURITIES 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 24,772 shares
    Change vs previous 13F -58,186 shares

    0.45% of the 13F portfolio, value $2,431,551.

    13F-HR 0001172661-25-002843 filed by GWN SECURITIES 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 82,958 shares
    Change vs previous 13F +33,637 shares

    0.44% of the 13F portfolio, value $7,867,014.

    13F-HR 0001172661-25-002180 filed by GWN SECURITIES 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 49,321 shares
    Change vs previous 13F not available

    1.25% of the 13F portfolio, value $4,658,246.

    13F-HR 0001172661-25-000609 filed by GWN SECURITIES INC.
    Filed (acceptance time not in the bulk data set), ingested

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