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Disclosery

L.M. KOHN & COMPANY: WMT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of L.M. KOHN & COMPANY on WMT, newest first. How the timeline and the estimate are built.

L.M. KOHN & COMPANY held 7,532 WMT shares at 2025-09-30 per its 13F-HR filed 2025-11-04.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 7,532 shares
    Change vs previous 13F -22,566 shares

    0.93% of the 13F portfolio, value $776,248.

    13F-HR 0001214659-25-015817 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 30,098 shares
    Change vs previous 13F -528 shares

    0.79% of the 13F portfolio, value $2,942,989.

    13F-HR 0001214659-25-011375 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 30,626 shares
    Change vs previous 13F +2,523 shares

    0.7% of the 13F portfolio, value $2,688,653.

    13F-HR 0001214659-25-006185 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 28,103 shares
    Change vs previous 13F -3,055 shares

    0.66% of the 13F portfolio, value $2,539,084.

    13F-HR 0001214659-25-001603 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 31,158 shares
    Change vs previous 13F +1,967 shares

    0.64% of the 13F portfolio, value $2,515,989.

    13F-HR 0001214659-24-019201 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 29,191 shares
    Change vs previous 13F -1,355 shares

    0.54% of the 13F portfolio, value $1,976,528.

    13F-HR 0001214659-24-013256 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 30,546 shares
    Change vs previous 13F +21,383 shares

    0.52% of the 13F portfolio, value $1,837,941.

    13F-HR 0001214659-24-007537 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 9,163 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $1,444,603.

    13F-HR 0001214659-24-002225 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

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