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Topsail Wealth Management, LLC: WMT position timeline

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

Topsail Wealth Management, LLC held 6,207 WMT shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,207 shares
    Change vs previous 13F +68 shares

    0.09% of the 13F portfolio, value $703,005.

    13F-HR 0001398344-26-014324 filed by Topsail Wealth Management, 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 6,139 shares
    Change vs previous 13F +614 shares

    0.11% of the 13F portfolio, value $764,474.

    13F-HR 0001398344-26-006781 filed by Topsail Wealth Management, 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 5,525 shares
    Change vs previous 13F +117 shares

    0.09% of the 13F portfolio, value $616,839.

    13F-HR 0001398344-26-002201 filed by Topsail Wealth Management, 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 5,408 shares
    Change vs previous 13F +89 shares

    0.09% of the 13F portfolio, value $557,348.

    13F-HR 0001398344-25-020269 filed by Topsail Wealth Management, 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 5,319 shares
    Change vs previous 13F -1,177 shares

    0.1% of the 13F portfolio, value $520,092.

    13F-HR 0001398344-25-014250 filed by Topsail Wealth Management, 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 6,496 shares
    Change vs previous 13F -1,350 shares

    0.12% of the 13F portfolio, value $571,810.

    13F-HR 0001398344-25-008097 filed by Topsail Wealth Management, 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 7,846 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $710,537.

    13F-HR 0001398344-25-002822 filed by Topsail Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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