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Disclosery

LongView Wealth Management: WMT position timeline

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

LongView Wealth Management held 15,792 WMT shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,792 shares
    Change vs previous 13F +10 shares

    0.46% of the 13F portfolio, value $1,788,646.

    13F-HR 0001990190-26-000003 filed by LongView Wealth Management
    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 15,782 shares
    Change vs previous 13F -4,447 shares

    0.5% of the 13F portfolio, value $1,973,479.

    13F-HR 0001990190-26-000002 filed by LongView Wealth Management
    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 20,229 shares
    Change vs previous 13F +42 shares

    0.58% of the 13F portfolio, value $2,386,369.

    13F-HR 0001990190-26-000001 filed by LongView Wealth Management
    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 20,187 shares
    Change vs previous 13F -50 shares

    0.56% of the 13F portfolio, value $2,080,429.

    13F-HR 0001990190-25-000008 filed by LongView Wealth Management
    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 20,237 shares
    Change vs previous 13F -1,189 shares

    0.6% of the 13F portfolio, value $1,978,771.

    13F-HR 0001990190-25-000004 filed by LongView Wealth Management
    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 21,426 shares
    Change vs previous 13F +225 shares

    0.56% of the 13F portfolio, value $1,881,024.

    13F-HR 0001990190-25-000003 filed by LongView Wealth Management
    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 21,201 shares
    Change vs previous 13F -140 shares

    0.58% of the 13F portfolio, value $1,915,541.

    13F-HR 0001990190-25-000001 filed by LongView Wealth Management
    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 21,341 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $1,723,314.

    13F-HR 0001990190-24-000005 filed by LongView Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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