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Disclosery

Talon Private Wealth, LLC: WMT position timeline

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

Talon Private Wealth, LLC held 63,312 WMT shares at 2026-06-30 per its 13F-HR filed 2026-09-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 63,312 shares
    Change vs previous 13F -4,011 shares

    0.84% of the 13F portfolio, value $7,170,751.

    13F-HR 0001990467-26-000004 filed by Talon Private Wealth, LLC
    Accepted , ingested

  2. period ended2026-03-31
    13F 67,323 shares
    Change vs previous 13F +2,957 shares

    1.11% of the 13F portfolio, value $8,366,862.

    13F-HR 0001990467-26-000001 filed by Talon Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 64,366 shares
    Change vs previous 13F +1,037 shares

    0.87% of the 13F portfolio, value $6,293,706.

    13F-HR 0001990467-25-000006 filed by Talon Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 63,329 shares
    Change vs previous 13F -467 shares

    0.75% of the 13F portfolio, value $5,559,669.

    13F-HR 0001990467-25-000005 filed by Talon Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F/A 63,796 shares
    Change vs previous 13F +275 shares

    1.2% of the 13F portfolio, value $5,763,954.

    13F-HR/A 0001990467-25-000003 filed by Talon Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 63,521 shares
    Change vs previous 13F not available

    1.08% of the 13F portfolio, value $5,129,308.

    13F-HR 0001990467-25-000004 filed by Talon Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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