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Relyea Zuckerberg Hanson LLC: WMT position timeline

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

Relyea Zuckerberg Hanson LLC held 18,241 WMT shares at 2026-06-30 per its 13F-HR/A filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 18,241 shares
    Change vs previous 13F +932 shares

    0.17% of the 13F portfolio, value $2,065,977.

    13F-HR/A 0001793691-26-000005 filed by Relyea Zuckerberg Hanson 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 17,309 shares
    Change vs previous 13F -1,025 shares

    0.22% of the 13F portfolio, value $2,151,141.

    13F-HR 0001793691-26-000002 filed by Relyea Zuckerberg Hanson 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 18,334 shares
    Change vs previous 13F +987 shares

    0.21% of the 13F portfolio, value $2,042,618.

    13F-HR 0001793691-26-000001 filed by Relyea Zuckerberg Hanson 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 17,347 shares
    Change vs previous 13F -506 shares

    0.19% of the 13F portfolio, value $1,787,807.

    13F-HR 0001793691-25-000008 filed by Relyea Zuckerberg Hanson 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 17,853 shares
    Change vs previous 13F +2,010 shares

    0.2% of the 13F portfolio, value $1,745,647.

    13F-HR 0001793691-25-000003 filed by Relyea Zuckerberg Hanson 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 15,843 shares
    Change vs previous 13F +55 shares

    0.19% of the 13F portfolio, value $1,390,828.

    13F-HR 0001793691-25-000002 filed by Relyea Zuckerberg Hanson 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 15,788 shares
    Change vs previous 13F +1,034 shares

    0.19% of the 13F portfolio, value $1,426,416.

    13F-HR 0001793691-25-000001 filed by Relyea Zuckerberg Hanson 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 14,754 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $1,191,359.

    13F-HR 0001793691-24-000005 filed by Relyea Zuckerberg Hanson LLC
    Filed (acceptance time not in the bulk data set), ingested

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