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Disclosery

VCI Wealth Management LLC: WMT position timeline

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

VCI Wealth Management LLC held 31,802 WMT shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,802 shares
    Change vs previous 13F +6,152 shares

    0.9% of the 13F portfolio, value $3,601,867.

    13F-HR 0002009388-26-000002 filed by VCI 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 25,650 shares
    Change vs previous 13F -1,736 shares

    0.88% of the 13F portfolio, value $3,187,732.

    13F-HR 0002085853-26-000440 filed by VCI 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 27,386 shares
    Change vs previous 13F -3,506 shares

    0.85% of the 13F portfolio, value $3,051,049.

    13F-HR 0002085853-26-000098 filed by VCI 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 30,892 shares
    Change vs previous 13F +3,766 shares

    0.97% of the 13F portfolio, value $3,183,685.

    13F-HR 0002085853-25-000098 filed by VCI 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 27,126 shares
    Change vs previous 13F +1,978 shares

    0.93% of the 13F portfolio, value $2,652,335.

    13F-HR 0001667731-25-001009 filed by VCI 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 25,148 shares
    Change vs previous 13F -2,830 shares

    0.93% of the 13F portfolio, value $2,207,782.

    13F-HR 0001667731-25-000595 filed by VCI 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/A 27,978 shares
    Change vs previous 13F +1,942 shares

    1.07% of the 13F portfolio, value $2,527,849.

    13F-HR/A 0001667731-25-000238 filed by VCI Wealth Management LLC
    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 26,036 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $2,102,440.

    13F-HR 0002009388-24-000005 filed by VCI Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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