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MOKAN Wealth Management Inc.: WMT position timeline

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

MOKAN Wealth Management Inc. held 88,501 WMT shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 88,501 shares
    Change vs previous 13F +19,319 shares

    3.83% of the 13F portfolio, value $10,023,994.

    13F-HR 0002053727-26-000003 filed by MOKAN Wealth Management 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 69,182 shares
    Change vs previous 13F +9,872 shares

    3.81% of the 13F portfolio, value $8,597,969.

    13F-HR 0002053727-26-000002 filed by MOKAN 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 ended2025-12-31
    13F 59,310 shares
    Change vs previous 13F +3,725 shares

    2.93% of the 13F portfolio, value $6,608,541.

    13F-HR 0002053727-26-000001 filed by MOKAN 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 ended2025-09-30
    13F 55,585 shares
    Change vs previous 13F +12,274 shares

    2.88% of the 13F portfolio, value $5,729,313.

    13F-HR 0002053727-25-000002 filed by MOKAN 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 ended2025-06-30
    13F 43,311 shares
    Change vs previous 13F +1,654 shares

    2.37% of the 13F portfolio, value $4,234,859.

    13F-HR 0001085146-25-004166 filed by MOKAN 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 ended2025-03-31
    13F 41,657 shares
    Change vs previous 13F +635 shares

    2.2% of the 13F portfolio, value $3,657,215.

    13F-HR 0001085146-25-002264 filed by MOKAN 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 ended2024-12-31
    13F 41,022 shares
    Change vs previous 13F not available

    2.36% of the 13F portfolio, value $3,706,096.

    13F-HR 0001085146-25-000648 filed by MOKAN Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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