SwitchPoint Financial Planning, LLC: WMT position timeline

SwitchPoint Financial Planning, LLC held 3,705 WMT shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 3,705 shares

   Change vs previous 13F -5 shares

   0.24% of the 13F portfolio, value $419,628.

   13F-HR 0002055526-26-000003 filed by SwitchPoint Financial Planning, LLC
   Filed 2026-08-17 (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 3,710 shares

   Change vs previous 13F +16 shares

   0.31% of the 13F portfolio, value $461,079.

   13F-HR 0002055526-26-000002 filed by SwitchPoint Financial Planning, LLC
   Filed 2026-04-30 (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 3,694 shares

   Change vs previous 13F +61 shares

   0.29% of the 13F portfolio, value $411,582.

   13F-HR 0002055526-26-000001 filed by SwitchPoint Financial Planning, LLC
   Filed 2026-02-17 (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 3,633 shares

   Change vs previous 13F +52 shares

   0.27% of the 13F portfolio, value $374,448.

   13F-HR 0002055526-25-000005 filed by SwitchPoint Financial Planning, LLC
   Filed 2025-11-13 (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 3,581 shares

   Change vs previous 13F not available

   0.29% of the 13F portfolio, value $350,180.

   13F-HR 0002055526-25-000003 filed by SwitchPoint Financial Planning, LLC
   Filed 2025-08-01 (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).