Skip to content
Disclosery

Treasure Coast Financial Planning: WMT position timeline

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

Treasure Coast Financial Planning held 1,800 WMT shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,800 shares
    Change vs previous 13F -3,000 shares

    0.1% of the 13F portfolio, value $203,868.

    13F-HR 0001911307-26-000005 filed by Treasure Coast Financial Planning
    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 4,800 shares
    Change vs previous 13F 0 shares

    0.31% of the 13F portfolio, value $596,544.

    13F-HR 0001911307-26-000003 filed by Treasure Coast Financial Planning
    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 4,800 shares
    Change vs previous 13F -216 shares

    0.28% of the 13F portfolio, value $534,768.

    13F-HR 0001911307-26-000001 filed by Treasure Coast Financial Planning
    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 5,016 shares
    Change vs previous 13F 0 shares

    0.29% of the 13F portfolio, value $516,949.

    13F-HR 0001911307-25-000008 filed by Treasure Coast Financial Planning
    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 5,016 shares
    Change vs previous 13F 0 shares

    0.29% of the 13F portfolio, value $490,464.

    13F-HR 0001911307-25-000005 filed by Treasure Coast Financial Planning
    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 5,016 shares
    Change vs previous 13F +1,000 shares

    0.27% of the 13F portfolio, value $440,355.

    13F-HR 0001911307-25-000002 filed by Treasure Coast Financial Planning
    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 4,016 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $362,846.

    13F-HR 0001911307-25-000001 filed by Treasure Coast Financial Planning
    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 4,016 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $324,292.

    13F-HR 0001911307-24-000006 filed by Treasure Coast Financial Planning
    Filed (acceptance time not in the bulk data set), ingested

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