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Disclosery

Stonebrook Private Inc.: WMT position timeline

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

Stonebrook Private Inc. held 37,928 WMT shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 37,928 shares
    Change vs previous 13F -727 shares

    0.78% of the 13F portfolio, value $4,295,714.

    13F-HR 0001765380-26-000393 filed by Stonebrook Private Inc.
    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 38,655 shares
    Change vs previous 13F -608 shares

    1.02% of the 13F portfolio, value $4,804,018.

    13F-HR 0001765380-26-000202 filed by Stonebrook Private Inc.
    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 39,263 shares
    Change vs previous 13F -35,542 shares

    0.92% of the 13F portfolio, value $4,374,311.

    13F-HR 0001765380-26-000103 filed by Stonebrook Private Inc.
    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 74,805 shares
    Change vs previous 13F +1,539 shares

    1.67% of the 13F portfolio, value $7,709,387.

    13F-HR 0001765380-25-000461 filed by Stonebrook Private Inc.
    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 73,266 shares
    Change vs previous 13F +784 shares

    1.68% of the 13F portfolio, value $7,163,935.

    13F-HR 0001765380-25-000325 filed by Stonebrook Private Inc.
    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 72,482 shares
    Change vs previous 13F -224 shares

    1.65% of the 13F portfolio, value $6,363,192.

    13F-HR 0001765380-25-000157 filed by Stonebrook Private Inc.
    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 72,706 shares
    Change vs previous 13F -63 shares

    1.72% of the 13F portfolio, value $6,568,998.

    13F-HR 0001765380-25-000116 filed by Stonebrook Private Inc.
    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 72,769 shares
    Change vs previous 13F not available

    1.55% of the 13F portfolio, value $5,876,106.

    13F-HR 0001765380-24-000429 filed by Stonebrook Private Inc.
    Filed (acceptance time not in the bulk data set), ingested

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