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Disclosery

Mattson Financial Services, LLC: WMT position timeline

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

Mattson Financial Services, LLC held 33,078 WMT shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 33,078 shares
    Change vs previous 13F -1,262 shares

    0.8% of the 13F portfolio, value $3,802,304.

    13F-HR 0002034595-26-000003 filed by Mattson 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 34,340 shares
    Change vs previous 13F -3,030 shares

    1.02% of the 13F portfolio, value $4,267,739.

    13F-HR 0002034595-26-000002 filed by Mattson 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 37,370 shares
    Change vs previous 13F -3,931 shares

    0.97% of the 13F portfolio, value $4,163,345.

    13F-HR 0002034595-26-000001 filed by Mattson 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 41,301 shares
    Change vs previous 13F +1,129 shares

    1.02% of the 13F portfolio, value $4,256,438.

    13F-HR 0002034595-25-000007 filed by Mattson 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 40,172 shares
    Change vs previous 13F -446 shares

    1.06% of the 13F portfolio, value $3,928,042.

    13F-HR 0002034595-25-000003 filed by Mattson 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 40,618 shares
    Change vs previous 13F -895 shares

    1.07% of the 13F portfolio, value $3,565,867.

    13F-HR 0002034595-25-000002 filed by Mattson 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 41,513 shares
    Change vs previous 13F -1,388 shares

    1.07% of the 13F portfolio, value $3,352,183.

    13F-HR 0002034595-25-000001 filed by Mattson 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 42,901 shares
    Change vs previous 13F not available

    1.04% of the 13F portfolio, value $2,904,829.

    13F-HR 0002034595-24-000002 filed by Mattson Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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