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Disclosery

Secure Asset Management, LLC: WMT position timeline

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

Secure Asset Management, LLC held 44,034 WMT shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 44,034 shares
    Change vs previous 13F +2,512 shares

    0.7% of the 13F portfolio, value $4,987,344.

    13F-HR 0002085853-26-000733 filed by Secure Asset 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 41,522 shares
    Change vs previous 13F -6,928 shares

    0.82% of the 13F portfolio, value $5,160,312.

    13F-HR 0002085853-26-000323 filed by Secure Asset 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 48,450 shares
    Change vs previous 13F +70 shares

    0.85% of the 13F portfolio, value $5,397,794.

    13F-HR 0002085853-26-000051 filed by Secure Asset 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 48,380 shares
    Change vs previous 13F +10,139 shares

    0.81% of the 13F portfolio, value $4,932,803.

    13F-HR 0002085853-25-000048 filed by Secure Asset 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 38,241 shares
    Change vs previous 13F +5,984 shares

    0.69% of the 13F portfolio, value $3,739,213.

    13F-HR 0001667731-25-000760 filed by Secure Asset 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 32,257 shares
    Change vs previous 13F +5,729 shares

    0.57% of the 13F portfolio, value $2,831,843.

    13F-HR 0001667731-25-000402 filed by Secure Asset 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 26,528 shares
    Change vs previous 13F +1,784 shares

    0.36% of the 13F portfolio, value $2,396,818.

    13F-HR 0001667731-25-000054 filed by Secure Asset 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 24,744 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $1,998,116.

    13F-HR 0001800692-24-000006 filed by Secure Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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