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Disclosery

Rothschild Wealth LLC: WMT position timeline

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

Rothschild Wealth LLC held 13,141 WMT shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,141 shares
    Change vs previous 13F -2,044 shares

    0.12% of the 13F portfolio, value $1,488,338.

    13F-HR 0001104659-26-093815 filed by Rothschild 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 15,185 shares
    Change vs previous 13F +226 shares

    0.17% of the 13F portfolio, value $1,887,235.

    13F-HR 0001104659-26-055991 filed by Rothschild 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/A 14,959 shares
    Change vs previous 13F +7,314 shares

    0.16% of the 13F portfolio, value $1,666,610.

    13F-HR/A 0001104659-26-015620 filed by Rothschild 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 7,645 shares
    Change vs previous 13F +1,671 shares

    0.17% of the 13F portfolio, value $787,920.

    13F-HR 0001104659-25-112060 filed by Rothschild 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 5,974 shares
    Change vs previous 13F +883 shares

    0.14% of the 13F portfolio, value $584,162.

    13F-HR 0001104659-25-077736 filed by Rothschild 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 5,091 shares
    Change vs previous 13F +273 shares

    0.13% of the 13F portfolio, value $446,961.

    13F-HR 0001104659-25-049217 filed by Rothschild 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 4,818 shares
    Change vs previous 13F +513 shares

    0.13% of the 13F portfolio, value $435,329.

    13F-HR 0001104659-25-013068 filed by Rothschild Wealth 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 4,305 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $347,643.

    13F-HR 0001104659-24-118449 filed by Rothschild Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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