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McGlone Suttner Wealth Management, Inc.: WMT position timeline

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

McGlone Suttner Wealth Management, Inc. held 24,965 WMT shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 24,965 shares
    Change vs previous 13F +88 shares

    0.3% of the 13F portfolio, value $2,594,401.

    13F-HR 0001964819-26-000005 filed by McGlone Suttner Wealth Management, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 24,877 shares
    Change vs previous 13F +1,735 shares

    0.33% of the 13F portfolio, value $2,817,609.

    13F-HR 0001964819-26-000003 filed by McGlone Suttner Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 23,142 shares
    Change vs previous 13F +656 shares

    0.38% of the 13F portfolio, value $2,876,122.

    13F-HR 0001964819-26-000002 filed by McGlone Suttner Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 22,486 shares
    Change vs previous 13F +169 shares

    0.34% of the 13F portfolio, value $2,505,202.

    13F-HR 0001964819-26-000001 filed by McGlone Suttner Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 22,317 shares
    Change vs previous 13F +254 shares

    0.32% of the 13F portfolio, value $2,300,027.

    13F-HR 0001964819-25-000007 filed by McGlone Suttner Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 22,063 shares
    Change vs previous 13F +937 shares

    0.33% of the 13F portfolio, value $2,157,347.

    13F-HR 0001964819-25-000005 filed by McGlone Suttner Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 21,126 shares
    Change vs previous 13F +2,033 shares

    0.3% of the 13F portfolio, value $1,854,630.

    13F-HR 0001964819-25-000002 filed by McGlone Suttner Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 19,093 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $1,725,087.

    13F-HR 0001964819-25-000001 filed by McGlone Suttner Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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