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Disclosery

TFC Financial Management, Inc.: WMT position timeline

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

TFC Financial Management, Inc. held 10,038 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 10,038 shares
    Change vs previous 13F -52 shares

    0.13% of the 13F portfolio, value $1,136,894.

    13F-HR 0001398344-26-012512 filed by TFC Financial Management, Inc.
    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 10,090 shares
    Change vs previous 13F -611 shares

    0.15% of the 13F portfolio, value $1,253,936.

    13F-HR 0001398344-26-006946 filed by TFC Financial Management, Inc.
    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 10,701 shares
    Change vs previous 13F +1,500 shares

    0.15% of the 13F portfolio, value $1,192,208.

    13F-HR 0001398344-26-001127 filed by TFC Financial Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 9,201 shares
    Change vs previous 13F +325 shares

    0.12% of the 13F portfolio, value $948,264.

    13F-HR 0001398344-25-019713 filed by TFC Financial Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 8,876 shares
    Change vs previous 13F +29 shares

    0.12% of the 13F portfolio, value $867,888.

    13F-HR 0001398344-25-013951 filed by TFC Financial Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 8,847 shares
    Change vs previous 13F -473 shares

    0.12% of the 13F portfolio, value $776,679.

    13F-HR 0001398344-25-007601 filed by TFC Financial Management, Inc.
    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 9,320 shares
    Change vs previous 13F -959 shares

    0.13% of the 13F portfolio, value $842,062.

    13F-HR 0001398344-25-001389 filed by TFC Financial Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 10,279 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $830,030.

    13F-HR 0001398344-24-019371 filed by TFC Financial Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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