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Performance Wealth Partners, LLC: WMT position timeline

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

Performance Wealth Partners, LLC held 157,048 WMT shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 157,048 shares
    Change vs previous 13F +12,389 shares

    0.44% of the 13F portfolio, value $17,787,215.

    13F-HR 0001951757-26-001190 filed by Performance Wealth Partners, 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 144,659 shares
    Change vs previous 13F +20,208 shares

    0.52% of the 13F portfolio, value $17,978,272.

    13F-HR 0001951757-26-000568 filed by Performance Wealth Partners, 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 124,451 shares
    Change vs previous 13F +14,585 shares

    0.38% of the 13F portfolio, value $13,865,122.

    13F-HR 0001951757-26-000258 filed by Performance Wealth Partners, 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 109,866 shares
    Change vs previous 13F -102,913 shares

    0.32% of the 13F portfolio, value $11,322,824.

    13F-HR 0001951757-25-001310 filed by Performance Wealth Partners, 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 212,779 shares
    Change vs previous 13F +2,470 shares

    0.67% of the 13F portfolio, value $20,805,524.

    13F-HR 0001951757-25-000972 filed by Performance Wealth Partners, 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 210,309 shares
    Change vs previous 13F -196,569 shares

    0.66% of the 13F portfolio, value $18,462,994.

    13F-HR 0001951757-25-000393 filed by Performance Wealth Partners, 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 406,878 shares
    Change vs previous 13F +8,084 shares

    1.18% of the 13F portfolio, value $36,761,440.

    13F-HR 0001951757-25-000052 filed by Performance Wealth Partners, 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 398,794 shares
    Change vs previous 13F not available

    1.11% of the 13F portfolio, value $32,202,627.

    13F-HR 0001951757-24-001005 filed by Performance Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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