Joel Isaacson & Co., LLC: WMT position timeline

Joel Isaacson & Co., LLC held 38,446 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 38,446 shares

   Change vs previous 13F +759 shares

   0.13% of the 13F portfolio, value $4,354,392.

   13F-HR 0001599330-26-000003 filed by Joel Isaacson & Co., LLC
   Filed 2026-08-04 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 37,687 shares

   Change vs previous 13F -1,280 shares

   0.16% of the 13F portfolio, value $4,683,801.

   13F-HR 0001599330-26-000002 filed by Joel Isaacson & Co., LLC
   Filed 2026-04-23 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 38,967 shares

   Change vs previous 13F +47 shares

   0.14% of the 13F portfolio, value $4,341,343.

   13F-HR 0001599330-26-000001 filed by Joel Isaacson & Co., LLC
   Filed 2026-01-30 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 38,920 shares

   Change vs previous 13F +6,502 shares

   0.14% of the 13F portfolio, value $4,011,122.

   13F-HR 0001599330-25-000005 filed by Joel Isaacson & Co., LLC
   Filed 2025-10-30 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 32,418 shares

   Change vs previous 13F +1,250 shares

   0.13% of the 13F portfolio, value $3,169,812.

   13F-HR 0001085146-25-004047 filed by Joel Isaacson & Co., LLC
   Filed 2025-07-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 31,168 shares

   Change vs previous 13F +1,477 shares

   0.12% of the 13F portfolio, value $2,736,217.

   13F-HR 0001085146-25-002335 filed by Joel Isaacson & Co., LLC
   Filed 2025-04-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 29,691 shares

   Change vs previous 13F +340 shares

   0.12% of the 13F portfolio, value $2,682,609.

   13F-HR 0001085146-25-000531 filed by Joel Isaacson & Co., LLC
   Filed 2025-01-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 29,351 shares

   Change vs previous 13F not available

   0.11% of the 13F portfolio, value $2,370,118.

   13F-HR 0001085146-24-005095 filed by Joel Isaacson & Co., LLC
   Filed 2024-10-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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