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Disclosery

POTENTIA WEALTH: WMT position timeline

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

POTENTIA WEALTH held 9,416 WMT shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,416 shares
    Change vs previous 13F +100 shares

    0.44% of the 13F portfolio, value $1,066,453.

    13F-HR 0002052308-26-000004 filed by POTENTIA WEALTH
    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 9,316 shares
    Change vs previous 13F +5,417 shares

    0.45% of the 13F portfolio, value $1,157,789.

    13F-HR 0002052308-26-000003 filed by POTENTIA WEALTH
    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 3,899 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $434,433.

    13F-HR 0002052308-26-000001 filed by POTENTIA WEALTH
    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 3,899 shares
    Change vs previous 13F +1 shares

    0.15% of the 13F portfolio, value $401,873.

    13F-HR 0002052308-25-000007 filed by POTENTIA WEALTH
    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 3,898 shares
    Change vs previous 13F +4 shares

    0.22% of the 13F portfolio, value $381,105.

    13F-HR 0002052308-25-000006 filed by POTENTIA WEALTH
    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 3,894 shares
    Change vs previous 13F -646 shares

    0.16% of the 13F portfolio, value $341,817.

    13F-HR 0002052308-25-000002 filed by POTENTIA WEALTH
    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 4,540 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $410,176.

    13F-HR 0002052308-25-000001 filed by POTENTIA WEALTH
    Filed (acceptance time not in the bulk data set), ingested

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