Skip to content
Disclosery

Jacksonville Wealth Management, LLC: WMT position timeline

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

Jacksonville Wealth Management, LLC held 7,631 WMT shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,631 shares
    Change vs previous 13F +11 shares

    0.49% of the 13F portfolio, value $864,335.

    13F-HR 0001420506-26-001391 filed by Jacksonville 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 7,620 shares
    Change vs previous 13F +5 shares

    0.64% of the 13F portfolio, value $947,073.

    13F-HR 0001420506-26-000763 filed by Jacksonville 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 ended2025-12-31
    13F 7,615 shares
    Change vs previous 13F -252 shares

    0.6% of the 13F portfolio, value $848,366.

    13F-HR 0001420506-26-000157 filed by Jacksonville Wealth Management, 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 7,867 shares
    Change vs previous 13F -242 shares

    0.6% of the 13F portfolio, value $810,754.

    13F-HR 0001420506-25-002975 filed by Jacksonville Wealth Management, 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 8,109 shares
    Change vs previous 13F +483 shares

    0.64% of the 13F portfolio, value $792,925.

    13F-HR 0001420506-25-001787 filed by Jacksonville Wealth Management, 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 7,626 shares
    Change vs previous 13F +6 shares

    0.66% of the 13F portfolio, value $669,474.

    13F-HR 0001420506-25-000779 filed by Jacksonville Wealth Management, 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 7,620 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $688,437.

    13F-HR 0001420506-25-000051 filed by Jacksonville Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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