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Disclosery

Stokes Family Office, LLC: WMT position timeline

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

Stokes Family Office, LLC held 45,197 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 45,197 shares
    Change vs previous 13F -272 shares

    0.6% of the 13F portfolio, value $5,119,011.

    13F-HR 0001062993-26-004179 filed by Stokes Family Office, 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 45,469 shares
    Change vs previous 13F -4,482 shares

    0.58% of the 13F portfolio, value $5,650,886.

    13F-HR 0001062993-26-002504 filed by Stokes Family Office, 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 49,951 shares
    Change vs previous 13F +3,024 shares

    0.51% of the 13F portfolio, value $5,565,070.

    13F-HR 0001062993-26-001008 filed by Stokes Family Office, 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 46,927 shares
    Change vs previous 13F +1,193 shares

    0.46% of the 13F portfolio, value $4,836,323.

    13F-HR 0001062993-25-016804 filed by Stokes Family Office, 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 45,734 shares
    Change vs previous 13F +178 shares

    0.47% of the 13F portfolio, value $4,471,915.

    13F-HR 0001062993-25-013722 filed by Stokes Family Office, 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 45,556 shares
    Change vs previous 13F +14 shares

    0.45% of the 13F portfolio, value $3,999,346.

    13F-HR 0001062993-25-009221 filed by Stokes Family Office, 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 45,542 shares
    Change vs previous 13F +791 shares

    0.44% of the 13F portfolio, value $4,114,681.

    13F-HR 0001062993-25-001994 filed by Stokes Family Office, 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 44,751 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $3,613,609.

    13F-HR 0001062993-24-018851 filed by Stokes Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

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