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Disclosery

Hixon Zuercher, LLC: WMT position timeline

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

Hixon Zuercher, LLC held 51,986 WMT shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 51,986 shares
    Change vs previous 13F +65 shares

    1.56% of the 13F portfolio, value $5,402,418.

    13F-HR 0002085853-26-001143 filed by Hixon Zuercher, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 51,921 shares
    Change vs previous 13F -1,140 shares

    1.73% of the 13F portfolio, value $5,880,603.

    13F-HR 0002085853-26-000772 filed by Hixon Zuercher, LLC
    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 53,061 shares
    Change vs previous 13F -892 shares

    2.05% of the 13F portfolio, value $6,594,469.

    13F-HR 0002085853-26-000411 filed by Hixon Zuercher, LLC
    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 53,953 shares
    Change vs previous 13F -171 shares

    1.82% of the 13F portfolio, value $6,010,941.

    13F-HR 0002085853-26-000082 filed by Hixon Zuercher, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 54,124 shares
    Change vs previous 13F -959 shares

    1.7% of the 13F portfolio, value $5,578,024.

    13F-HR 0002085853-25-000070 filed by Hixon Zuercher, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 55,083 shares
    Change vs previous 13F -92 shares

    1.74% of the 13F portfolio, value $5,385,996.

    13F-HR 0001667731-25-001033 filed by Hixon Zuercher, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 55,175 shares
    Change vs previous 13F -20,281 shares

    1.71% of the 13F portfolio, value $4,843,807.

    13F-HR 0001667731-25-000533 filed by Hixon Zuercher, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 75,456 shares
    Change vs previous 13F not available

    2.62% of the 13F portfolio, value $6,817,466.

    13F-HR 0001667731-25-000096 filed by Hixon Zuercher, LLC
    Filed (acceptance time not in the bulk data set), ingested

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