Skip to content

PUFF WEALTH MANAGEMENT, LLC: WMT position timeline

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

PUFF WEALTH MANAGEMENT, LLC held 2,069 WMT shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,069 shares
    Change vs previous 13F -98 shares

    0.2% of the 13F portfolio, value $214,968.

    13F-HR 0002085853-26-001100 filed by PUFF WEALTH MANAGEMENT, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,167 shares
    Change vs previous 13F -23 shares

    0.25% of the 13F portfolio, value $245,412.

    13F-HR 0002085853-26-000648 filed by PUFF WEALTH MANAGEMENT, 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 2,190 shares
    Change vs previous 13F +42 shares

    0.32% of the 13F portfolio, value $246,915.

    13F-HR 0002085853-26-000011 filed by PUFF WEALTH MANAGEMENT, 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 2,148 shares
    Change vs previous 13F +9 shares

    0.34% of the 13F portfolio, value $221,346.

    13F-HR 0002085853-25-000009 filed by PUFF WEALTH MANAGEMENT, 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 2,139 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $209,128.

    13F-HR 0001667731-25-001133 filed by PUFF WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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