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Disclosery

NWAM LLC: WMT position timeline

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

NWAM LLC held 25,895 WMT shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,895 shares
    Change vs previous 13F +5,600 shares

    0.15% of the 13F portfolio, value $2,932,898.

    13F-HR 0001655006-26-000005 filed by NWAM 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 20,295 shares
    Change vs previous 13F -245 shares

    0.15% of the 13F portfolio, value $2,522,259.

    13F-HR 0001655006-26-000004 filed by NWAM 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 20,540 shares
    Change vs previous 13F -548 shares

    0.13% of the 13F portfolio, value $2,409,576.

    13F-HR 0001655006-26-000001 filed by NWAM 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/A 21,088 shares
    Change vs previous 13F -823 shares

    0.12% of the 13F portfolio, value $2,253,137.

    13F-HR/A 0001655006-26-000002 filed by NWAM 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/A 21,911 shares
    Change vs previous 13F -571 shares

    0.12% of the 13F portfolio, value $2,146,633.

    13F-HR/A 0001655006-26-000003 filed by NWAM 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 22,482 shares
    Change vs previous 13F +825 shares

    0.17% of the 13F portfolio, value $1,973,662.

    13F-HR 0001085146-25-002583 filed by NWAM 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 21,657 shares
    Change vs previous 13F -1,051 shares

    0.12% of the 13F portfolio, value $1,956,682.

    13F-HR 0001085146-25-000766 filed by NWAM 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 22,708 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,833,641.

    13F-HR 0001085146-24-005501 filed by NWAM LLC
    Filed (acceptance time not in the bulk data set), ingested

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