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Proquility Private Wealth Partners, LLC: WMT position timeline

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

Proquility Private Wealth Partners, LLC held 36,405 WMT shares at 2025-03-31 per its 13F-HR filed 2025-05-15.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 36,405 shares
    Change vs previous 13F +22,942 shares

    0.98% of the 13F portfolio, value $3,195,995.

    13F-HR 0001172661-25-002154 filed by Proquility Private 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 ended2024-12-31
    13F 13,463 shares
    Change vs previous 13F -201 shares

    0.39% of the 13F portfolio, value $1,216,382.

    13F-HR 0001172661-25-000242 filed by Proquility Private 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 ended2024-09-30
    13F 13,664 shares
    Change vs previous 13F -2,074 shares

    0.35% of the 13F portfolio, value $1,103,368.

    13F-HR 0001172661-24-004260 filed by Proquility Private 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 ended2024-06-30
    13F 15,738 shares
    Change vs previous 13F -16,309 shares

    0.36% of the 13F portfolio, value $1,065,620.

    13F-HR 0001172661-24-003180 filed by Proquility Private 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 ended2024-03-31
    13F 32,047 shares
    Change vs previous 13F +21,670 shares

    0.66% of the 13F portfolio, value $1,928,268.

    13F-HR 0001172661-24-001995 filed by Proquility Private 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 ended2023-12-31
    13F 10,377 shares
    Change vs previous 13F -4,652 shares

    0.62% of the 13F portfolio, value $1,635,900.

    13F-HR 0001172661-24-000686 filed by Proquility Private 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 ended2023-09-30
    13F 15,029 shares
    Change vs previous 13F -137 shares

    0.99% of the 13F portfolio, value $2,403,668.

    13F-HR 0001172661-23-003973 filed by Proquility Private 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 ended2023-06-30
    13F 15,166 shares
    Change vs previous 13F not available

    0.93% of the 13F portfolio, value $2,383,870.

    13F-HR 0001172661-23-003254 filed by Proquility Private Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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