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Disclosery

Turn8 Private Wealth Inc.: WMT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Turn8 Private Wealth Inc. on WMT, newest first. How the timeline and the estimate are built.

Turn8 Private Wealth Inc. held 41,920 WMT shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 41,920 shares
    Change vs previous 13F -1,887 shares

    3.14% of the 13F portfolio, value $4,703,569.

    13F-HR 0002070026-26-000003 filed by Turn8 Private Wealth 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 43,807 shares
    Change vs previous 13F +3,813 shares

    3.4% of the 13F portfolio, value $5,444,000.

    13F-HR 0002070026-26-000002 filed by Turn8 Private Wealth 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 39,994 shares
    Change vs previous 13F -153 shares

    3.19% of the 13F portfolio, value $4,455,731.

    13F-HR 0002070026-26-000001 filed by Turn8 Private Wealth 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 40,147 shares
    Change vs previous 13F +382 shares

    2.97% of the 13F portfolio, value $4,137,549.

    13F-HR 0002070026-25-000005 filed by Turn8 Private Wealth 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 39,765 shares
    Change vs previous 13F +536 shares

    2.89% of the 13F portfolio, value $4,008,191.

    13F-HR 0002070026-25-000003 filed by Turn8 Private Wealth 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 39,229 shares
    Change vs previous 13F -2,559 shares

    2.69% of the 13F portfolio, value $3,443,913.

    13F-HR 0002070026-25-000002 filed by Turn8 Private Wealth 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 41,788 shares
    Change vs previous 13F not available

    2.69% of the 13F portfolio, value $3,775,545.

    13F-HR 0002070026-25-000001 filed by Turn8 Private Wealth Inc.
    Filed (acceptance time not in the bulk data set), ingested

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