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Disclosery

Oak Asset Management, LLC: WMT position timeline

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

Oak Asset Management, LLC held 10,410 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 10,410 shares
    Change vs previous 13F -538 shares

    0.34% of the 13F portfolio, value $1,081,807.

    13F-HR 0001726375-26-000005 filed by Oak Asset Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 10,948 shares
    Change vs previous 13F -60 shares

    0.4% of the 13F portfolio, value $1,239,970.

    13F-HR 0001726375-26-000003 filed by Oak Asset Management, LLC
    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 11,008 shares
    Change vs previous 13F -235 shares

    0.47% of the 13F portfolio, value $1,368,074.

    13F-HR 0001726375-26-000002 filed by Oak Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 11,243 shares
    Change vs previous 13F 0 shares

    0.43% of the 13F portfolio, value $1,252,583.

    13F-HR 0001726375-26-000001 filed by Oak Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 11,243 shares
    Change vs previous 13F -525 shares

    0.4% of the 13F portfolio, value $1,158,704.

    13F-HR 0001726375-25-000003 filed by Oak Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 11,768 shares
    Change vs previous 13F 0 shares

    0.41% of the 13F portfolio, value $1,150,675.

    13F-HR 0001085146-25-003766 filed by Oak Asset Management, LLC
    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 11,768 shares
    Change vs previous 13F +100 shares

    0.38% of the 13F portfolio, value $1,033,113.

    13F-HR 0001085146-25-002040 filed by Oak Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 11,668 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $1,054,204.

    13F-HR 0001085146-25-000173 filed by Oak Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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