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Disclosery

PRIVATE CLIENT SERVICES, LLC: WMT position timeline

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

PRIVATE CLIENT SERVICES, LLC held 9,756 WMT shares at 2026-09-30 per its 13F-HR filed 2026-10-02.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 9,756 shares
    Change vs previous 13F -332 shares

    0.27% of the 13F portfolio, value $1,013,888.

    13F-HR 0001457005-26-000006 filed by PRIVATE CLIENT SERVICES, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 10,088 shares
    Change vs previous 13F +488 shares

    0.3% of the 13F portfolio, value $1,142,515.

    13F-HR 0001457005-26-000004 filed by PRIVATE CLIENT SERVICES, 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 9,600 shares
    Change vs previous 13F +428 shares

    0.36% of the 13F portfolio, value $1,193,033.

    13F-HR 0001457005-26-000003 filed by PRIVATE CLIENT SERVICES, 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 9,172 shares
    Change vs previous 13F +265 shares

    0.32% of the 13F portfolio, value $1,021,841.

    13F-HR 0001457005-26-000001 filed by PRIVATE CLIENT SERVICES, 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 8,907 shares
    Change vs previous 13F -719 shares

    0.31% of the 13F portfolio, value $917,954.

    13F-HR 0001457005-25-000012 filed by PRIVATE CLIENT SERVICES, 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 9,626 shares
    Change vs previous 13F -1,118 shares

    0.37% of the 13F portfolio, value $941,278.

    13F-HR 0001457005-25-000007 filed by PRIVATE CLIENT SERVICES, 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 10,744 shares
    Change vs previous 13F +2,835 shares

    0.47% of the 13F portfolio, value $943,229.

    13F-HR 0001457005-25-000005 filed by PRIVATE CLIENT SERVICES, 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 7,909 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $714,541.

    13F-HR 0001457005-25-000002 filed by PRIVATE CLIENT SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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