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Uniting Wealth Partners, LLC: WMT position timeline

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

Uniting Wealth Partners, LLC held 791,983 WMT shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 791,983 shares
    Change vs previous 13F -9,032 shares

    18.21% of the 13F portfolio, value $89,699,991.

    13F-HR 0001951757-26-001135 filed by Uniting Wealth Partners, 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 801,015 shares
    Change vs previous 13F -27,340 shares

    21.24% of the 13F portfolio, value $99,748,442.

    13F-HR 0001951757-26-000696 filed by Uniting Wealth Partners, 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 828,355 shares
    Change vs previous 13F -8,573 shares

    28.29% of the 13F portfolio, value $92,287,028.

    13F-HR 0001951757-26-000429 filed by Uniting Wealth Partners, 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 836,928 shares
    Change vs previous 13F -140,362 shares

    20.36% of the 13F portfolio, value $86,253,767.

    13F-HR 0001951757-25-001316 filed by Uniting Wealth Partners, 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 977,290 shares
    Change vs previous 13F -26,181 shares

    36.95% of the 13F portfolio, value $95,559,436.

    13F-HR 0001951757-25-001027 filed by Uniting Wealth Partners, 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 1,003,471 shares
    Change vs previous 13F -14,280 shares

    44.15% of the 13F portfolio, value $88,094,735.

    13F-HR 0001951757-25-000447 filed by Uniting Wealth Partners, 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 1,017,751 shares
    Change vs previous 13F not available

    44.41% of the 13F portfolio, value $91,953,844.

    13F-HR 0001951757-25-000248 filed by Uniting Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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