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Disclosery

L.K. Benson & Company, P.C.: WMT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of L.K. Benson & Company, P.C. on WMT, newest first. How the timeline and the estimate are built.

L.K. Benson & Company, P.C. held 13,420 WMT shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,420 shares
    Change vs previous 13F 0 shares

    0.46% of the 13F portfolio, value $1,519,949.

    13F-HR 0002055235-26-000004 filed by L.K. Benson & Company, P.C.
    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 13,420 shares
    Change vs previous 13F 0 shares

    0.55% of the 13F portfolio, value $1,667,838.

    13F-HR 0002055235-26-000002 filed by L.K. Benson & Company, P.C.
    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 13,420 shares
    Change vs previous 13F +1,195 shares

    0.75% of the 13F portfolio, value $1,495,123.

    13F-HR 0002055235-26-000001 filed by L.K. Benson & Company, P.C.
    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 12,225 shares
    Change vs previous 13F 0 shares

    0.68% of the 13F portfolio, value $1,259,909.

    13F-HR 0002055235-25-000002 filed by L.K. Benson & Company, P.C.
    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 12,225 shares
    Change vs previous 13F 0 shares

    0.73% of the 13F portfolio, value $1,195,361.

    13F-HR 0001085146-25-004077 filed by L.K. Benson & Company, P.C.
    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 12,225 shares
    Change vs previous 13F 0 shares

    0.74% of the 13F portfolio, value $1,073,232.

    13F-HR 0001085146-25-002346 filed by L.K. Benson & Company, P.C.
    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 12,225 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $1,104,529.

    13F-HR 0001085146-25-000955 filed by L.K. Benson & Company, P.C.
    Filed (acceptance time not in the bulk data set), ingested

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