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LUTS & GREENLEIGH GROUP, INC.: WMT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LUTS & GREENLEIGH GROUP, INC. on WMT, newest first. How the timeline and the estimate are built.

LUTS & GREENLEIGH GROUP, INC. held 10,016 WMT shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,016 shares
    Change vs previous 13F -41 shares

    0.86% of the 13F portfolio, value $1,134,463.

    13F-HR 0001951757-26-001163 filed by LUTS & GREENLEIGH GROUP, INC.
    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 10,057 shares
    Change vs previous 13F +33 shares

    0.99% of the 13F portfolio, value $1,249,944.

    13F-HR 0001951757-26-000774 filed by LUTS & GREENLEIGH GROUP, INC.
    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 10,024 shares
    Change vs previous 13F +25 shares

    0.95% of the 13F portfolio, value $1,116,768.

    13F-HR 0001951757-26-000300 filed by LUTS & GREENLEIGH GROUP, INC.
    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 9,999 shares
    Change vs previous 13F +10 shares

    0.92% of the 13F portfolio, value $1,030,492.

    13F-HR 0001951757-25-001341 filed by LUTS & GREENLEIGH GROUP, INC.
    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 9,989 shares
    Change vs previous 13F +158 shares

    0.94% of the 13F portfolio, value $976,758.

    13F-HR 0001951757-25-000616 filed by LUTS & GREENLEIGH GROUP, INC.
    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 9,831 shares
    Change vs previous 13F +26 shares

    0.86% of the 13F portfolio, value $863,065.

    13F-HR 0001951757-25-000557 filed by LUTS & GREENLEIGH GROUP, INC.
    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 9,805 shares
    Change vs previous 13F -5 shares

    0.88% of the 13F portfolio, value $885,922.

    13F-HR 0001951757-25-000067 filed by LUTS & GREENLEIGH GROUP, INC.
    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 9,810 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $792,193.

    13F-HR 0001951757-24-001034 filed by LUTS & GREENLEIGH GROUP, INC.
    Filed (acceptance time not in the bulk data set), ingested

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