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Disclosery

Peak Planning Group, LLC: WMT position timeline

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

Peak Planning Group, LLC held 17,928 WMT shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,928 shares
    Change vs previous 13F -1 shares

    0.46% of the 13F portfolio, value $2,030,493.

    13F-HR 0001951757-26-001241 filed by Peak Planning Group, 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 17,929 shares
    Change vs previous 13F +92 shares

    0.62% of the 13F portfolio, value $2,228,218.

    13F-HR 0001951757-26-000701 filed by Peak Planning Group, 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 17,837 shares
    Change vs previous 13F +5,472 shares

    0.56% of the 13F portfolio, value $1,987,190.

    13F-HR 0001951757-26-000428 filed by Peak Planning Group, 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 12,365 shares
    Change vs previous 13F -149 shares

    0.66% of the 13F portfolio, value $1,274,324.

    13F-HR 0001951757-26-000905 filed by Peak Planning Group, 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 12,514 shares
    Change vs previous 13F -4,842 shares

    0.78% of the 13F portfolio, value $1,223,623.

    13F-HR 0001951757-26-000923 filed by Peak Planning Group, 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 17,356 shares
    Change vs previous 13F -120 shares

    0.64% of the 13F portfolio, value $1,523,676.

    13F-HR 0001951757-26-000925 filed by Peak Planning Group, 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 17,476 shares
    Change vs previous 13F -1,337 shares

    0.66% of the 13F portfolio, value $1,578,966.

    13F-HR 0001951757-26-000904 filed by Peak Planning Group, 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 18,813 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $1,519,189.

    13F-HR 0001951757-26-000926 filed by Peak Planning Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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