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PUREfi Wealth, LLC: WMT position timeline

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

PUREfi Wealth, LLC held 60,696 WMT shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 60,696 shares
    Change vs previous 13F -6,629 shares

    3.78% of the 13F portfolio, value $6,874,484.

    13F-HR 0002001520-26-000003 filed by PUREfi Wealth, 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 67,325 shares
    Change vs previous 13F +13,022 shares

    5.48% of the 13F portfolio, value $8,367,137.

    13F-HR 0002001520-26-000002 filed by PUREfi Wealth, 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 54,303 shares
    Change vs previous 13F +21,406 shares

    4.63% of the 13F portfolio, value $6,049,918.

    13F-HR 0002001520-26-000001 filed by PUREfi Wealth, 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 32,897 shares
    Change vs previous 13F +7,156 shares

    2.61% of the 13F portfolio, value $3,390,384.

    13F-HR 0002001520-25-000005 filed by PUREfi Wealth, 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 25,741 shares
    Change vs previous 13F -942 shares

    2.01% of the 13F portfolio, value $2,516,971.

    13F-HR 0002001520-25-000003 filed by PUREfi Wealth, 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 26,683 shares
    Change vs previous 13F +823 shares

    2.34% of the 13F portfolio, value $2,342,515.

    13F-HR 0002001520-25-000002 filed by PUREfi Wealth, 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 25,860 shares
    Change vs previous 13F not available

    2.29% of the 13F portfolio, value $2,336,466.

    13F-HR 0002001520-25-000001 filed by PUREfi Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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