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Rockline Wealth Management, LLC: WMT position timeline

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

Rockline Wealth Management, LLC held 77,723 WMT shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 77,723 shares
    Change vs previous 13F -1,968 shares

    1.69% of the 13F portfolio, value $8,802,914.

    13F-HR 0001172661-26-002781 filed by Rockline Wealth Management, 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 79,691 shares
    Change vs previous 13F -2,298 shares

    2.15% of the 13F portfolio, value $9,903,977.

    13F-HR 0001172661-26-001574 filed by Rockline 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 81,989 shares
    Change vs previous 13F -376 shares

    1.86% of the 13F portfolio, value $9,134,411.

    13F-HR 0001172661-26-000560 filed by Rockline 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 82,365 shares
    Change vs previous 13F +1,170 shares

    1.76% of the 13F portfolio, value $8,488,481.

    13F-HR 0001172661-25-004538 filed by Rockline 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 81,195 shares
    Change vs previous 13F +32,515 shares

    1.88% of the 13F portfolio, value $7,939,216.

    13F-HR 0001172661-25-002900 filed by Rockline Wealth Management, 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 48,680 shares
    Change vs previous 13F +1,551 shares

    1.19% of the 13F portfolio, value $4,273,590.

    13F-HR 0001172661-25-001525 filed by Rockline Wealth Management, 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 47,129 shares
    Change vs previous 13F +2,369 shares

    1.14% of the 13F portfolio, value $4,258,078.

    13F-HR 0001172661-25-000354 filed by Rockline Wealth Management, 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 44,760 shares
    Change vs previous 13F not available

    1.02% of the 13F portfolio, value $3,614,394.

    13F-HR 0001172661-24-004284 filed by Rockline Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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