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Private Harbour Investment Management & Counsel, LLC: WMT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Private Harbour Investment Management & Counsel, LLC on WMT, newest first. How the timeline and the estimate are built.

Private Harbour Investment Management & Counsel, LLC held 22,034 WMT shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,034 shares
    Change vs previous 13F -45 shares

    2.96% of the 13F portfolio, value $2,495,571.

    13F-HR 0001453526-26-000007 filed by Private Harbour Investment Management & Counsel, 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 22,079 shares
    Change vs previous 13F -350 shares

    3.01% of the 13F portfolio, value $2,743,978.

    13F-HR 0001453526-26-000005 filed by Private Harbour Investment Management & Counsel, 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 22,429 shares
    Change vs previous 13F -244 shares

    2.61% of the 13F portfolio, value $2,498,815.

    13F-HR 0001453526-26-000004 filed by Private Harbour Investment Management & Counsel, 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 22,673 shares
    Change vs previous 13F -1,340 shares

    2.42% of the 13F portfolio, value $2,336,679.

    13F-HR 0001453526-25-000005 filed by Private Harbour Investment Management & Counsel, 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 24,013 shares
    Change vs previous 13F -393 shares

    2.43% of the 13F portfolio, value $2,347,991.

    13F-HR 0001453526-25-000004 filed by Private Harbour Investment Management & Counsel, 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 24,406 shares
    Change vs previous 13F -647 shares

    2.38% of the 13F portfolio, value $2,142,603.

    13F-HR 0001085146-25-002249 filed by Private Harbour Investment Management & Counsel, 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 25,053 shares
    Change vs previous 13F -1,200 shares

    2.48% of the 13F portfolio, value $2,263,539.

    13F-HR 0001085146-25-001024 filed by Private Harbour Investment Management & Counsel, 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 26,253 shares
    Change vs previous 13F not available

    2.23% of the 13F portfolio, value $2,119,930.

    13F-HR 0001085146-24-004964 filed by Private Harbour Investment Management & Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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