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Summit Financial Strategies, Inc.: WMT position timeline

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

Summit Financial Strategies, Inc. held 80,892 WMT shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 80,892 shares
    Change vs previous 13F -965 shares

    0.58% of the 13F portfolio, value $8,406,302.

    13F-HR 0001172661-26-004530 filed by Summit Financial Strategies, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 81,857 shares
    Change vs previous 13F -552 shares

    0.65% of the 13F portfolio, value $9,271,130.

    13F-HR 0001172661-26-002788 filed by Summit Financial Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 82,409 shares
    Change vs previous 13F -1,250 shares

    0.81% of the 13F portfolio, value $10,241,797.

    13F-HR 0001172661-26-001585 filed by Summit Financial Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 83,659 shares
    Change vs previous 13F -26 shares

    0.77% of the 13F portfolio, value $9,320,444.

    13F-HR 0001172661-26-000321 filed by Summit Financial Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 83,685 shares
    Change vs previous 13F -692 shares

    0.74% of the 13F portfolio, value $8,624,567.

    13F-HR 0001172661-25-004368 filed by Summit Financial Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 84,377 shares
    Change vs previous 13F -163 shares

    0.76% of the 13F portfolio, value $8,250,375.

    13F-HR 0001172661-25-002643 filed by Summit Financial Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 84,540 shares
    Change vs previous 13F -270 shares

    0.75% of the 13F portfolio, value $7,421,759.

    13F-HR 0001172661-25-001645 filed by Summit Financial Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 84,810 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $7,662,576.

    13F-HR 0001172661-25-000296 filed by Summit Financial Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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