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Disclosery

Impact Partnership Wealth, LLC: WMT position timeline

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

Impact Partnership Wealth, LLC held 17,025 WMT shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,025 shares
    Change vs previous 13F -14,701 shares

    0.19% of the 13F portfolio, value $1,928,272.

    13F-HR 0001984555-26-000004 filed by Impact Partnership Wealth, 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 31,726 shares
    Change vs previous 13F +590 shares

    0.49% of the 13F portfolio, value $3,942,885.

    13F-HR 0001984555-26-000003 filed by Impact Partnership Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 31,136 shares
    Change vs previous 13F +13,733 shares

    0.44% of the 13F portfolio, value $3,468,910.

    13F-HR 0001984555-26-000002 filed by Impact Partnership Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 17,403 shares
    Change vs previous 13F +3,226 shares

    0.27% of the 13F portfolio, value $1,793,591.

    13F-HR 0001984555-25-000006 filed by Impact Partnership Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 14,177 shares
    Change vs previous 13F +1,807 shares

    0.26% of the 13F portfolio, value $1,386,232.

    13F-HR 0001984555-25-000004 filed by Impact Partnership Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 12,370 shares
    Change vs previous 13F +8,366 shares

    0.23% of the 13F portfolio, value $1,085,974.

    13F-HR 0001984555-25-000003 filed by Impact Partnership Wealth, LLC
    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 4,004 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $361,775.

    13F-HR 0001984555-25-000001 filed by Impact Partnership Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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