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Disclosery

Olistico Wealth, LLC: WMT position timeline

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

Olistico Wealth, LLC held 13,782 WMT shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 13,782 shares
    Change vs previous 13F +1,929 shares

    0.6% of the 13F portfolio, value $1,432,225.

    13F-HR 0001962695-26-000005 filed by Olistico Wealth, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 11,853 shares
    Change vs previous 13F +15 shares

    0.57% of the 13F portfolio, value $1,342,471.

    13F-HR 0001962695-26-000003 filed by Olistico Wealth, 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 11,838 shares
    Change vs previous 13F +3,880 shares

    0.73% of the 13F portfolio, value $1,471,227.

    13F-HR 0001962695-26-000002 filed by Olistico Wealth, 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 7,958 shares
    Change vs previous 13F 0 shares

    0.43% of the 13F portfolio, value $886,601.

    13F-HR 0001962695-26-000001 filed by Olistico Wealth, 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 7,958 shares
    Change vs previous 13F 0 shares

    0.43% of the 13F portfolio, value $820,151.

    13F-HR 0001962695-25-000005 filed by Olistico Wealth, 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 7,958 shares
    Change vs previous 13F +45 shares

    0.43% of the 13F portfolio, value $778,133.

    13F-HR 0001962695-25-000003 filed by Olistico Wealth, 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 7,913 shares
    Change vs previous 13F +6 shares

    0.43% of the 13F portfolio, value $694,682.

    13F-HR 0001965653-25-000005 filed by Olistico Wealth, 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 7,907 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $714,397.

    13F-HR 0001962695-25-000001 filed by Olistico Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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