Valley Brook Capital Group, Inc.: WMT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Valley Brook Capital Group, Inc. on WMT, newest first. How the timeline and the estimate are built.
Valley Brook Capital Group, Inc. held 27,202 WMT shares at 2026-06-30 per its 13F-HR filed 2026-07-27.
the latest 13F is the newest step
- period ended2026-06-3013F 27,202 sharesChange vs previous 13F -74 shares
1.75% of the 13F portfolio, value $3,080,932.
13F-HR 0001172661-26-002836 filed by Valley Brook Capital Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 27,276 sharesChange vs previous 13F +96 shares
2.27% of the 13F portfolio, value $3,389,867.
13F-HR 0001172661-26-001628 filed by Valley Brook Capital Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 27,180 sharesChange vs previous 13F +225 shares
2% of the 13F portfolio, value $3,028,168.
13F-HR 0001172661-26-000270 filed by Valley Brook Capital Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 26,955 sharesChange vs previous 13F -125 shares
1.87% of the 13F portfolio, value $2,778,023.
13F-HR 0001172661-25-004581 filed by Valley Brook Capital Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 27,080 sharesChange vs previous 13F -123 shares
1.98% of the 13F portfolio, value $2,647,848.
13F-HR 0001172661-25-002736 filed by Valley Brook Capital Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 27,203 sharesChange vs previous 13F +626 shares
1.87% of the 13F portfolio, value $2,388,154.
13F-HR 0001172661-25-001773 filed by Valley Brook Capital Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 26,577 sharesChange vs previous 13F +100 shares
1.79% of the 13F portfolio, value $2,401,263.
13F-HR 0001172661-25-000407 filed by Valley Brook Capital Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 26,477 sharesChange vs previous 13F not available
1.54% of the 13F portfolio, value $2,138,046.
13F-HR 0001172661-24-004436 filed by Valley Brook Capital Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).