Skip to content
Disclosery

KWB Wealth: WMT position timeline

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

KWB Wealth held 16,395 WMT shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,395 shares
    Change vs previous 13F -301 shares

    0.16% of the 13F portfolio, value $1,856,933.

    13F-HR 0001822236-26-000003 filed by KWB Wealth
    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 16,696 shares
    Change vs previous 13F -2,216 shares

    0.18% of the 13F portfolio, value $1,860,124.

    13F-HR 0001822236-26-000002 filed by KWB Wealth
    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 18,912 shares
    Change vs previous 13F -699 shares

    0.2% of the 13F portfolio, value $2,106,969.

    13F-HR 0001822236-26-000001 filed by KWB Wealth
    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 19,611 shares
    Change vs previous 13F -96 shares

    0.21% of the 13F portfolio, value $1,917,591.

    13F-HR 0001085146-25-005834 filed by KWB Wealth
    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 19,707 shares
    Change vs previous 13F -410 shares

    0.21% of the 13F portfolio, value $1,730,068.

    13F-HR 0001085146-25-003922 filed by KWB Wealth
    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 20,117 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $1,817,563.

    13F-HR 0001085146-25-002033 filed by KWB Wealth
    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 20,117 shares
    Change vs previous 13F +3,206 shares

    0.2% of the 13F portfolio, value $1,624,441.

    13F-HR 0001085146-25-000175 filed by KWB Wealth
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 16,911 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $1,145,042.

    13F-HR 0001085146-24-004658 filed by KWB Wealth
    Filed (acceptance time not in the bulk data set), ingested

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