Tower Wealth Partners, Inc.: WMT position timeline

Tower Wealth Partners, Inc. held 3,374 WMT shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 3,374 shares

   Change vs previous 13F +126 shares

   0.19% of the 13F portfolio, value $382,186.

   13F-HR 0001951757-26-001232 filed by Tower Wealth Partners, Inc.
   Filed 2026-08-12 (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 3,248 shares

   Change vs previous 13F +286 shares

   0.22% of the 13F portfolio, value $403,659.

   13F-HR 0001951757-26-000806 filed by Tower Wealth Partners, Inc.
   Filed 2026-05-08 (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 2,962 shares

   Change vs previous 13F +2,962 shares

   0.18% of the 13F portfolio, value $330,023.

   13F-HR 0001951757-26-000200 filed by Tower Wealth Partners, Inc.
   Filed 2026-01-16 (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 ended2024-12-31

   13F 0 shares

   Change vs previous 13F -3,811 shares

   13F-HR 0001951757-25-000210 filed by Tower Wealth Partners, Inc.
   Filed 2025-02-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

   Exited: the 13F for this period no longer lists the position.

5. period ended2024-09-30

   13F 3,811 shares

   Change vs previous 13F not available

   0.18% of the 13F portfolio, value $307,728.

   13F-HR 0001951757-24-001141 filed by Tower Wealth Partners, Inc.
   Filed 2024-10-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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