StrongBox Wealth, LLC: WMT position timeline

StrongBox Wealth, LLC held 4,461 WMT shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 4,461 shares

   Change vs previous 13F -40 shares

   0.14% of the 13F portfolio, value $505,253.

   13F-HR 0001812155-26-000002 filed by StrongBox Wealth, LLC
   Filed 2026-07-23 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 4,501 shares

   Change vs previous 13F 0 shares

   0.18% of the 13F portfolio, value $559,384.

   13F-HR 0001172661-26-001636 filed by StrongBox Wealth, LLC
   Filed 2026-05-08 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 4,501 shares

   Change vs previous 13F +380 shares

   0.16% of the 13F portfolio, value $501,456.

   13F-HR 0001172661-26-000233 filed by StrongBox Wealth, LLC
   Filed 2026-01-21 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 4,121 shares

   Change vs previous 13F -135 shares

   0.14% of the 13F portfolio, value $424,710.

   13F-HR 0001172661-25-004182 filed by StrongBox Wealth, LLC
   Filed 2025-10-07 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 4,256 shares

   Change vs previous 13F -527 shares

   0.16% of the 13F portfolio, value $416,152.

   13F-HR 0001172661-25-002507 filed by StrongBox Wealth, LLC
   Filed 2025-07-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 4,783 shares

   Change vs previous 13F +275 shares

   0.18% of the 13F portfolio, value $419,875.

   13F-HR 0001172661-25-001754 filed by StrongBox Wealth, LLC
   Filed 2025-05-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 4,508 shares

   Change vs previous 13F -864 shares

   0.17% of the 13F portfolio, value $407,273.

   13F-HR 0001172661-25-000188 filed by StrongBox Wealth, LLC
   Filed 2025-01-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 5,372 shares

   Change vs previous 13F not available

   0.19% of the 13F portfolio, value $433,766.

   13F-HR 0001172661-24-004566 filed by StrongBox Wealth, LLC
   Filed 2024-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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