Skip to content
Disclosery

Lutz Financial Services LLC: WMT position timeline

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

Lutz Financial Services LLC held 2,239 WMT shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,239 shares
    Change vs previous 13F +9 shares

    0.02% of the 13F portfolio, value $253,589.

    13F-HR 0001737112-26-000005 filed by Lutz Financial Services LLC
    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 2,230 shares
    Change vs previous 13F +26 shares

    0.02% of the 13F portfolio, value $277,144.

    13F-HR 0001737112-26-000003 filed by Lutz Financial Services LLC
    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 2,204 shares
    Change vs previous 13F -242 shares

    0.02% of the 13F portfolio, value $245,548.

    13F-HR 0001737112-26-000002 filed by Lutz Financial Services LLC
    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 2,446 shares
    Change vs previous 13F -30 shares

    0.02% of the 13F portfolio, value $252,085.

    13F-HR 0001737112-25-000008 filed by Lutz Financial Services LLC
    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 2,476 shares
    Change vs previous 13F -28 shares

    0.02% of the 13F portfolio, value $242,103.

    13F-HR 0001737112-25-000007 filed by Lutz Financial Services LLC
    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 2,504 shares
    Change vs previous 13F -14 shares

    0.02% of the 13F portfolio, value $219,826.

    13F-HR 0001737112-25-000005 filed by Lutz Financial Services LLC
    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 2,518 shares
    Change vs previous 13F -169 shares

    0.02% of the 13F portfolio, value $227,501.

    13F-HR 0001737112-25-000002 filed by Lutz Financial Services LLC
    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 2,687 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $216,975.

    13F-HR 0001737112-24-000007 filed by Lutz Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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