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Tumwater Wealth Management, LLC: WMT position timeline

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

Tumwater Wealth Management, LLC held 3,240 WMT shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,240 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $366,962.

    13F-HR 0002085853-26-000783 filed by Tumwater 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 3,240 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $402,667.

    13F-HR 0002085853-26-000434 filed by Tumwater 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 3,240 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $360,968.

    13F-HR 0002085853-26-000142 filed by Tumwater 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 3,240 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $333,914.

    13F-HR 0002085853-25-000256 filed by Tumwater 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 3,240 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $316,807.

    13F-HR 0001667731-25-001098 filed by Tumwater 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 3,240 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $284,440.

    13F-HR 0001667731-25-000642 filed by Tumwater 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 3,240 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $292,734.

    13F-HR 0001667731-25-000228 filed by Tumwater Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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