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Disclosery

Summit Financial, LLC: WMT position timeline

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

Summit Financial, LLC held 286,143 WMT shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 286,143 shares
    Change vs previous 13F +43,375 shares

    0.36% of the 13F portfolio, value $32,408,576.

    13F-HR 0001172661-26-003336 filed by Summit Financial, 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 242,768 shares
    Change vs previous 13F -16,615 shares

    0.39% of the 13F portfolio, value $30,231,137.

    13F-HR 0001172661-26-002343 filed by Summit Financial, 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 259,383 shares
    Change vs previous 13F -10,511 shares

    0.43% of the 13F portfolio, value $28,958,475.

    13F-HR 0001172661-26-000703 filed by Summit Financial, 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 269,894 shares
    Change vs previous 13F +21,101 shares

    0.42% of the 13F portfolio, value $27,815,297.

    13F-HR 0001172661-25-004930 filed by Summit Financial, 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 248,793 shares
    Change vs previous 13F +27,483 shares

    0.55% of the 13F portfolio, value $24,326,981.

    13F-HR 0001765536-25-000007 filed by Summit Financial, 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 221,310 shares
    Change vs previous 13F +28,230 shares

    0.54% of the 13F portfolio, value $19,428,845.

    13F-HR 0001765536-25-000004 filed by Summit Financial, 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 193,080 shares
    Change vs previous 13F +9,517 shares

    0.61% of the 13F portfolio, value $17,480,615.

    13F-HR 0001765536-25-000001 filed by Summit Financial, 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 183,563 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $14,822,722.

    13F-HR 0001765536-24-000003 filed by Summit Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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